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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Are You Too Busy to Spare Your Heirs Stress and Heartache?
The cost of delaying estate planning is far greater than the time it takes to get the ball rolling. The remedy is easier (and takes less time) than you think.
By H. Dennis Beaver, Esq.
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3 Ways I'm Teaching My Kids Healthy Investing Behaviors
These three practical steps worked for my family. This is how you can put them into practice for yours.
By James Martielli, CFA®, CAIA®
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Don't Ask 'Are You a Fiduciary?' — Use This Question Instead
Asking "Are you a fiduciary?" won't tell you everything about a financial professional. Here's a question that will clarify where you stand, 100% of the time.
By David Bromelkamp
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Why Gold Isn't Shining Now (Plus, an Alternative That Is)
Even if gold mining companies become less profitable, it will still be business as usual for gold royalty companies.
By Michael Joseph, CFA
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Is Your Portfolio Missing This Key Ingredient?
Portfolios limited to public equities capture a smaller slice of corporate growth, so investors are making room for private investments in their 401(k)s.
By Mike Dullaghan, AIF®
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Why High-Net-Worth Families Need a Financial Quarterback
High-net-worth families need a decent quarterback — a financial adviser coordinating other professionals on the team and keeping an eye on potential threats.
By Peter Newman, CFA
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Retirement Is a Game (and That's Actually the Good News)
If retirement is the ultimate goal, why is it harder than we imagined? Regarding it as a game to keep playing, instead of a finish line, may be the answer.
By Richard P. Himmer, PhD
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Retiring in the Next 12 Months? Answer These 3 Questions
The final decisions you make on spending, Social Security and investments can make the difference between a successful retirement and one filled with regret.
By Jeremy Keil, CFP®, CFA®, CKA®
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A Market Crash Isn't Your Biggest Retirement Risk — This Is
Retirees are conditioned to think that market risk is the main threat to their future, but here's the real danger — and how to bring it under control.
By Kara Stewart
