Evan Simonoff

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The Father Of ‘4% Rule' Doesn't Buy 3% Alternative

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William Bengen believes it would take “a catastrophic set of circumstances” before clients had to accept a 3% withdrawal rate.

Even Americans Have Reasons For Concern

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Americans inclined to feel sorry for themselves could benefit from a quick scan around the world.

RIA Aggregators And The IPO Endgame

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Private equity loves the RIA business model, Wall Street not so much.

Jeremy Grantham Sees Trifecta Of 'Super Bubbles' Bursting

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Bubbles in stocks, bonds and housing are a grave threat to the global economy, the legendary investor says.

The Battle For Talent

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This summer, I had the opportunity to spend time with three young advisors under the age of 40.

The Lifestyle Risk Threat Is Real

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There's an undertow that's keeping inflation more powerful than people realize, a leading advisor warns.

FPA Leaving The Financial Planning Coalition At Year's End

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The association wants to refocus its resources on title protection for financial planners.

Rich Bernstein Derides Tech, Calls Energy Best Sector For Next 5 Years

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The strategist sees a profits recession and believes the growth stock rally is a “head fake.”

RIAs In A Whipsaw Decade

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The days of “too much of a good thing” could be coming to an end.

Why Liz Ann Sonders Isn't Bullish

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U.S. equities have yet to enter a classic capitulation phase.

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