Adviser Intel
Adviser Intel features expert wealth insights from a curated selection of financial professionals about retirement, estate planning and tax strategies.
Latest
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April Brings Showers, Flowers and Your Financial Fitness Plan
These actionable strategies — covering wealth transfer, investments and communication — can help you build a life and legacy that reflects your values.
By Mindy Neira, CFP®, ChSNC®
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A 'Trust Reveal' Isn't the Way to Transfer Wealth — This Is
Wealth transfer isn't about dramatically revealing the size of an inheritance. It's about communicating your story and preparing heirs to uphold shared values.
By Jessica Andrews
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How to Keep the Magnificent 7 From Endangering Your Portfolio
An investing approach that's different from "buying the index" lets you invest without so much exposure to the potential volatility of the big tech stocks.
By Jared Elson, Investment Adviser
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5 Quick Tax Tips for 2025 and 2026, From a Financial Planner
These five key tax strategies can help retirees navigate new rules and deductions, reduce your taxes and preserve more of your retirement income.
By Luke McCarty, CFP®, CRPC®
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Why Staying Invested Is the Hardest, Smartest Choice Right Now
Scary headlines might prompt you to "do something" amid market volatility, but impulsive reactions are often the greatest risk to investment performance.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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Concentrated Company Stock: Don't Wait Forever to Diversify
Holding too much company stock can be disastrous — as Silicon Valley Bank and Kodak employees learned the hard way. The key is to diversify as soon as you can.
By Peter Newman, CFA
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Market Jitters? Tune out the News and Tune in to Your Strategy
The market's long-term performance is primarily driven by corporate earnings and economic growth. So when global tension rises, sticking to your strategy is key.
By Steven Conners
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Tax Season Is Almost Over, But Tax Planning Should Carry On
Don't stop thinking about taxes after April. Year-round planning, especially in retirement, will help prevent nasty surprises when tax season rolls around again.
By Tim Dahlberg, CEP®
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Energy Investing Is a Long Haul: Is Your Estate Plan Ready?
Oil and gas investments can play a lasting role in a diversified portfolio, but be sure to consider how they fit into your broader strategy and estate plan.
By Jay R. Young
