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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Sitting on Large Capital Gains? This Trust Offers a Way OutA charitable remainder trust can help if you're anxious to escape a concentrated stock position without a capital gains tax hit.
By Klaus Gottlieb, Esq.
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Is Your ETF Truly Diversified? The $700 Billion AI RiskThe top companies in your 'diversified' ETF spend hundreds of billions on AI, and many more are tied in to the technology. Time to check your concentration risk.
By John O'Connell, MBA
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5 Times You Should Absolutely Not Do a Roth ConversionRoth conversions are useful in the right circumstances, but "always convert" is a dangerous motto. Here are five situations where a Roth is a deal-breaker.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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The Essential Pre-Retirement Portfolio ShiftBuilding a "war chest" of short-term Treasuries before you stop working can help protect your portfolio if there's a market downturn early on in your retirement.
By Kyle Hammerschmidt, Investment Adviser
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5 Investing Lessons Learned From BaseballWinning at baseball and building wealth require patience, sound judgment and discipline. Here are five ways the sport can show you how to be a better investor.
By Les Carter
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Big Retiree Tax Blunders: Including the Roth Conversion TrapYour 60s can be the most valuable decade in your life, but far too many people miss valuable tax planning opportunities that can lower their lifetime tax bills.
By Jeremy Keil, CFP®, CFA®, CKA®
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Cohabiting Later in Life: Managing Assets and Estate PlansFor couples starting a new chapter together, financial transparency and candid conversations help prevent conflict, protect assets and avoid costly surprises.
By Steph L. Wagner
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New SBA Loan Rules 2026: What Could Sink Your LoanNew SBA loan rules make more capital available to small firms than ever, but owners need to demonstrate far more before they're approved. Here's what's changed.
By Christopher Cornella
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How Advisers Can Help Women Plan for RetirementFinancial advisers have a powerful opportunity to earn deeper trust and create longer relationships by embracing women's unique financial realities.
By Jammie Serrano
