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December 2021

Are Alternative Investments The Answer?

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With rising concerns about the aging bull market, these diversified assets are moving into the spotlight.

The Strangest Economy In Decades

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The Fed is in a corner, and no one mentions a possible recession.

Reducing Degrees Of Separation

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You can increase connectivity by asking questions.

Meet The Winners Of The Covid Challenge

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Post-pandemic market leaders are leveraging a reliable ally.

Avoiding The Social Security Tax Torpedo

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Taxable income can generate a need to pay taxes on more of Social Security benefits.

Keeping An Eye On ILITs

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It's time to revisit a common and popular estate planning tool.

Making LinkedIn Work For You

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This platform is great for advisors seeking business owner clients.

How Consumers' Choices Differ

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Wealthy clients listen less to friends.

Giving In The Time Of Pandemic

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Philanthropy experts say the giving trend isn't tapering off after Covid-19.

‘Rehearsing' Future Risk Scenarios

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Advisors must prepare their clients for future possibilities.

Small Is Beautiful

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The Bridgeway Small-Cap Value Fund's factor-based approach has produced massive one-year outperformance.

Helping Your Clients Prepare For Tax-Season

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Gains were strong, but what about tax mitigation?

Claustrophobic Retirement

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Getting ready for retirement is like getting ready for an MRI.

DC Participants Seek Guaranteed Income

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Eighty-one percent of respondents in a DC participant survey wanted guaranteed income on the table.

Why Are Supply Chains Blocked?

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Large deviations from normal patterns produce delayed responses, shortages, backlogs and bottlenecks, like those today.

What Women Clients And Prospects Need To Hear From Advisors

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Working with female clients requires both technical skill and emotional understanding, said presenters at the Invest In Women conference.

Advisor Emporium

Skience Celebrates 20th Anniversary With Platform Enhancements

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Skience, a financial services technology company headquartered in Herndon, Va...

Editor's Note

Why The National Mood Soured

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People are relocating at a faster rate than usual. Advisors already are seeing this and there's nothing wrong with it.

Frontline News

2021 Year-End Tax Strategies

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Advisors are working with clients to cut taxes this year and beyond.

SEC Warns RIAs That Faulty Fee Calculations Could Be Fraud

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A recent examination of advisors found deficiencies in the way clients are charged fees, the SEC said.

SEC Slams Robo-Advisors With Deficiency Letters

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Examiners gave particular attention to whether or not robo-advisors were upholding their fiduciary duty.

IRS Raises 401(k), Roth Contribution Limits

by FA Staff

The agency, however, chose not to increase contribution limits for IRAs.

Morgan Stanley's Chief Strategist Was ‘Wrong' But Still Sees Lower S&P 500

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One of Wall Street's most skeptical stock-market strategists is sticking to his cautious stance even while issuing a mea culpa for his bearish 2021 prediction.