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Risk Management

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When IRA Planning Is A Family Affair

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You must ask clients with excess IRA assets about where they want their money to go.

Business-Owning Clients May Be In IRS Crosshairs, Advisors Say

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Tax planners are bracing for the IRS to scrutinize how businesses report transfer pricing.

Rethinking Risk Management Amid 2022's Volatile Market

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How to retain assets in the current economic environment.

Well, Hello, Sequence Risk! Where've Ya Been?

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For the first time in a long time, advisors may soon have to help clients make painful retirement choices.

The One True Free Lunch For Investors

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There's a growing recognition that raising after-tax return is a risk-free strategy for earning alpha.

Can Rising Rents Offset Rising Rates?

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Cohen & Steers Institutional Realty Shares offers positive attributes in troubled economic times.

Estate Planning For A New Day

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Changes in inflation and interest rates are making people re-evaluate estate planning decisions.

Talking To Clients About Recessions

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Advisors need to make sure their clients know how a recession would really impact their lives.

Remote Work Ensnaring Many Employees In Double-Taxation Scenario

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Working from home doesn't always protect employees from being taxed by the state in which their company is located.

Biden Student Debt Forgiveness Could Lead To Taxes For Some

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Some states treat debt forgiveness as taxable income, according to foundation analysts.

Inflation And War Are Stoking Civil Unrest Across Globe, Research Shows

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Inflation is contributing to a less safe world in the years to come.

Alternatives To The 60/40 Portfolio

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The next 10 years are likely to be very different from the last 10 years.

Volatility Didn't Kill Crypto. It Changed It.

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If anything, there are now more eyes on the world of digital assets after a massive drop in prices and a string of catastrophic failures.

Why Advisors Don't See A Soft Landing

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Just because inflation may have peaked doesn't mean it's gone.

Finding Hidden Value In Emerging Markets

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The Seafarer Overseas Value Fund shows that value and emerging markets aren't mutually exclusive.

New Environs For Long-Term-Care Insurance

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The policies are getting re-evaluated by people in the post-Covid age.

Developing A Risk Culture

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Advisors should always develop and operate in a risk culture.

Industrial, Residential Real Estate Touted As Investment Diversifier

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A real estate specialist at DWS sees the sectors as holding up well in the current economic environment.

Recession Depends On Consumer's Behavior, Goldman Panelists Say

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Most signs say the consumer is in a good position, a Goldman Sachs Asset Management panel said.

iCapital Has Acquired Fintech Firm Simon Markets

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Simon Markets of New York City has a platform focused on structured investments and annuities.

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