Two recent surveys highlight some key similarities in how independent advisors and investors are interpreting recent events.
Home prices are high and so is uncertainty.
Financial planning is being reshaped in the post-pandemic world, writes Envestnet's Tony Leal.
A grantor retained income trust, or GRIT, is an often overlooked but useful planning technique for certain assets.
We live in a world that is becoming freer, cleaner, better educated, healthier, longer-lived, and more peaceful.
You can have a real, planning-based conversation about how to plan for the worst-case scenario.
Yes, the pandemic has caused some to flee New York and other cities. Whether the trend builds depends on the recovery.
Today is the best gifting opportunity for loved ones in 50 years.
Today’s market pressures require investment funds to reassess their valuation process often.
The same 1887 law that provides guidance is also regrettably ambiguous.
Financial Professionals must look forward and backward to understand their needs and goals.
A vaccine or treatment may shift consumer spending so dramatically it upends markets.
The nightmare of American tax and financial reporting is driving people away.
Social Security should be a significant part of every long-term financial plan.
Even before the pandemic there were places where not commuting was a pretty normal thing to do.
Small business owners shouldn't simply cave in to questionable IRS declarations.
The rise in mortality rates in the U.S. this year will likely be the worst since the 1918 influenza pandemic.
America now has all the tools it needs, but does it have the will to use them?
A new truth agency could lower costs and improve value in American medicine.
Advisors will need to adapt as client expectations evolve, writes Envestnet's John Harris.