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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3 Charitable Giving Strategies for High-Net-Worth PeopleIf you have $1 million or more saved for retirement, these charitable giving strategies can help you give efficiently and save on taxes.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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What Dolly Parton Taught Us About True WealthThe way Dolly Parton lived her life and made business decisions offers the rest of us lessons about money, purpose, resilience, generosity and courage.
By Feroz Ansari, CFP®
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6 Financial Tips for Women Taking the Lead in RetirementSecuring your future before life hands you a major transition, such as retirement or widowhood, is the best way to ensure you have clarity when it matters most.
By Becki E. Iacopelli, MT, CFP®, CFA®
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Defamation vs Protected Opinion: Know Your Legal RisksA reader's minor vehicle dispute shows how jumping to drastic actions without checking the facts or considering the legal risks can land you in legal trouble.
By H. Dennis Beaver, Esq.
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How to Turn Your Equity Compensation Into OpportunityMany people treat their equity compensation like it's isolated from the rest of their investment plans, but it affects everything from taxes to cash flow.
By Elizabeth Schleifer, CFP®
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How to Support Communities With Your Fixed-Income InvestingTired of lending money to Uncle Sam? There are other ways to invest your fixed-income dollars that are secure and can help you do good while doing well.
By Max Kulyk, CRPC®, CSRIC™
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How Alternative Investments Are Fixing the 60/40 PortfolioThe past few years have undermined the notion that when stocks fall, bonds rise. But a solution is finally opening to individual investors.
By Christopher Zook
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Longest Bond Bear Market in History: Diversification LessonsSentiment toward bonds is deeply negative right now, and opinions are divided on the best way to achieve diversification. How should investors move forward?
By Jesse W. Hurst, CFP®, AIF®
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Your Financial Plan Still Needs a Human TouchAI can clarify information, but for key financial decisions, here's why it shouldn't replace an adviser who knows your family, your history and your values.
By Frank J. Legan
