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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Inheriting Investments: Why Stocks Can Wreck Estate PlansWithout explicit instructions for stocks in your estate plan, your heirs may end up selling everything for simplicity or because they're mired in conflict.
By Howard A. Enders
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How Playing Dead Can Maximize Your Investment Returns (Seriously)Don't ignore the markets entirely, but don't let your emotions control decisions based on headlines and volatility. Here's what to do instead.
By Andrew Rosen, CFP®, CEP
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5 Retirement Savings Strategies Beyond Your 401(k) MatchFrom HSAs to backdoor Roths and even taxable brokerage accounts, there are plenty of ways to boost retirement savings once you've hit your full 401(k) match.
By Michael Pappis, CFP®
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How to Use AI for Financial Advice (and What to Avoid)AI can't take the place of the human touch when it comes to getting investment advice and planning for your future.
By Bonnie Treichel
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How Advisers Can Turn Value Into Client ReferralsMost advisers deliver more value than their clients realize. Here's how you can make that easy for your clients to understand and fully appreciate.
By Shannon Larson
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Human Capital: The Invisible Risk in Your Investment PortfolioWhile conventional wisdom views a career as a stable bond, human capital carries unique risks, so a client's job shouldn't always be treated as a safe asset.
By Jeffery Coyle
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For Retirement Income, Which Accounts Do You Tap First?When clients' retirement transition is harder than they expected, a "ready, shoot, aim" approach to income withdrawals is often to blame. Here's how to fix it.
By Myles J. McHale, Jr. AIF®, CRPP®
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Q4 Market Outlook: Key Risks Behind Steady IndexesGreenRock founder Prem Patel notes that headline stock indexes might look steady thanks to a handful of tech giants, but there is more risk than meets the eye.
By Prem Patel, MBA, IAR
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Is 'Buy and Hold' Really the Best Investing Strategy?Pulling out of the market to avoid lows means you'll miss out on the next highs. But there's another side to the story — and it might alter your perspective.
By Jordan Rizzuto, CFA®
