Expert Views

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Elizabeth Warren Is Almost Sounding Like A Gold Bug

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The candidate warns that too much debt makes the U.S. economy vulnerable to shocks.

Strategies For Reducing 'Black Swans' In Your Clients’ Portfolios

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The authors of this book impart financial wisdom with science and hard data.

Taxes Are One Thing—Not The 'Only' Thing

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Advisors should make tax planning a year-round priority for their clients.

Why Are Democrats Undermining Obamacare?

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They should be trying to save the so-called Cadillac tax instead of eliminating it.

Trump's Nafta Alternative Is A Bad Deal

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Congressional Democrats should push back against Trump's eagerness to ratify the USMCA.

Federal Reserve Must Cut Interest Rates By Half A Percent

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The Fed is likely to cut interest rates this month, and a deeper cut might be better for the economy's long-term health.

Sponsor Insights: Aging. Uber. Perfect together.

by Hartford Funds

New academic research shows how technology will change aging.

Joe Biden’s Health Plan Has The Potential To Go Bold

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Biden's plan could boost the affordability and accessibility of Affordable Care Act insurance policies.

The Wealthiest 1% Can Be Good For Everybody

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Inequality between the richest and the rest correlates with greater innovation. But the top level shouldn't be a closed shop.

Using The Tax Protection Triangle To Help Clients Limit The Impact Of Taxes

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Intentionally building tax control into portfolio design gives clients options in retirement.

The Problem With Traditional Retirement Age

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It’s time for a major overhaul with traditional retirement age.

Why Clients Should Discuss Their DAF Accounts With Their Successor Advisors

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The creator of a DAF should discuss the account with the successor advisors to allow for a positive experience later.

Rethinking The Approach To Creating Sustainable Retirement Income Plans

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Adopting an endowment spending model is one method for designing a sustainable retirement income plan.

Not All Gold Bugs Wear Tinfoil Hats

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Despite its reputational issues, gold is "the closest thing we have" to an objective store of value.

Bonds Suggest A Ceiling For The Stock Market

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The fixed income market does not paint a positive picture for equities moving forward.

Sovereign Wealth Funds Love Bonds Now. But Why?

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Sovereign wealth funds now own more fixed income assets than equities.

How To Create A More Diverse Financial Planning Profession

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We must diversify the profession to ensure that all Americans have access to competent financial planning services.

Why Clients Should Think Like A Mortgage Broker For Paying College Costs

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Financial advisors can play a critical role in helping families navigate their options as it relates to paying for college.

Why The IRA Trust May No Longer Work

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Life insurance replaces IRAs as the better estate planning vehicle.

Being Middle Class Isn’t Just A Matter Of Income

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Americans' location on the socioeconomic spectrum is as much a matter of perspective as dollars and cents.

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