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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Concentrated Company Stock: Don't Wait Forever to DiversifyHolding 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 StrategyThe 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 OnDon'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
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Are You Really on the Right Financial Track? How to Find OutIf you're asking, 'Am I really on the right financial track?', it's time for a deep-dive review of your finances to ensure all the pieces are working together.
By Pam Krueger
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How to Ensure Your Kids Never Hear, 'We Might Lose the House'Instead of seeing retirement planning as a game of optimizing returns, try to view it as building a plan that keeps your family steady when life punches first.
By Joe Harl
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Oregon Could Be the Retirement Haven You Don't Know AboutLooking for a great retirement destination? Oregon has no sales tax, no state tax on your Social Security, highly rated health care and a temperate climate.
By Dr. Kim Hall, CFP®
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Does Your Retirement Plan Ignore Half of Your Net Worth?Including your housing wealth in your retirement plan can lead to higher lifetime income and a larger legacy than a plan based on selling the home for the cash.
By Jerry Golden, Investment Adviser Representative
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Real-World Examples of Societal Impact That Can InspireWhat motivates the creation of societally impactful ventures? We can find some answers in the invention of a life-saving gadget and an author's book.
By H. Dennis Beaver, Esq.
