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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Beyond the 60/40 Portfolio: Where a Pro Invests TodayThe math behind the 60/40 split has changed, while options for investors have increased. Why not broaden your portfolio to move with the times?
By Alan Stalcup
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Lessons From Dorinda Medley's Sudden Financial ResponsibilityWhen "The Real Housewives of New York" star's husband passed away, Medley found herself in charge of overwhelming financial details. How can you avoid that?
By Heather Zack, JD, LLM, MSFP, CAP®
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3 Money Lessons for Raising Financially Savvy KidsIt's never too late to start helping kids learn about money. Here are some age-appropriate ways to help them spend, save and borrow wisely.
By Michael Schneider
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Stop Paying for Insurance Fraud: A Driver's GuideInsurance fraud has a direct impact on your wallet. Documenting the details after an accident is the best defense you have against rising insurance premiums.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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3 Lessons I've Learned as a Real Estate Investing ProFor long-term success, you need to look beyond market momentum and focus on stability and diversification. You also need the resilience to stick to a strategy.
By Kent Roers, CFP®
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8 Investment Tax Traps That Cost More Than FeesIt makes sense to keep an eye on investment costs, but tax inefficiencies will cost you far more in the long run. Here's where to find your next real savings.
By Jonathan I. Shenkman, AIF®
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How to Protect Your Portfolio: War, Inflation and AI RisksInvestors are increasingly turning toward the stability and attractive yields of Treasury securities and specialized bond ETFs to protect their capital.
By Max Isaacman, Investment Adviser Representative
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10 Ways to Strengthen Your Retirement Plan TodayTaking action in areas like tax efficiency and estate organization can help you secure your future while also allowing you the freedom to enjoy your savings.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Are Subscriptions Worth It? Calculate Their True CostSubscription services promise convenience and predictable costs. But it's easy to lose track of how much you're really spending. Here's how to stay in control.
By David Abraham
