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November 2018

Shortcut To Paradise

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The bull market has fired dreams of early retirement. A number of advisors talk about how they’ve helped clients achieve it.

Private Companies: A Cure For Short-Termism?

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As the public company universe shrinks, some wonder if growth and innovation are moving to private markets.

A Golden Opportunity

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Mass affluent boomers need financial planning but most aren’t getting it. Here’s how you can help.

Prepare Or Repair?

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The majority of financial advisors seem to be highly reactive rather than proactive. That’s a mistake.

Correcting Some Industry Misperceptions

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Some myths die hard.

Bond Investors Confident Even As Yields Surge

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Still, interest rate and inflation pressures have people wondering whether bonds will be able to do what they used to do.

The Next Act For Small Caps

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Geopolitical winds that have buffeted large companies may be the wind beneath small companies’ wings.

The Impact Of Tax Reform

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It’s affecting clients, advisors and year-end plans.

Averting A 401(k) Disaster

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Retirement plan sponsors must help employees invest wisely when the market retreats.

For Annuities, It’s Looking Like A Very Good Year

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Total sales jumped to levels not seen in three years.

The Limits Of Planning For Dementia

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Planning documents help, but advisors need to do more.

Advisor Emporium

Vanguard’s New Low-Cost ESG ETFs

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The ESGV fund covers over 80% of U.S. equity market capitalization. It has an expense ratio of 0.12% and tracks the FTSE U.S.

Editor's Note

Retirement Isn’t Dead Yet

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Only 29% of people surveyed by Age Wave want a traditional retirement, whereas most prefer some form of flextime.

Frontline News

Retirement In Focus In Las Vegas

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The Inside Retirement Conference discussed the evolving nature of retirement.

Using Alternative Investments To Bolster Portfolios

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Advisors at the Inside Alternatives and Asset Allocation Conference described how alternatives can diversify portfolios.

Financial Company Stocks Fare Worse After Data Breaches

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Financial institutions hold more sensitive data than, say, retailers.

Another Reason To Not Chase Hot ETFs

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Equity ETFs tend to underperform after experiencing big inflows.