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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Does the Market Feel Like We Do? It Does Not, and Here's Why
Shared moments are powerful, as fans of Peter Frampton's song "Do You Feel Like We Do" will testify. But that dynamic won't serve you as an investment strategy.
By Jesse W. Hurst, CFP®, AIF®
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What Can You Do When Your Neighbor's Tree Is a Danger?
Some neighbors are jerks, but you don't have to be. Here's how to create a paper trail when asking a neighbor to deal with a tree that's a safety hazard.
By H. Dennis Beaver, Esq.
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Green and Sustainable Bonds Can Help Portfolios and the Planet
The green and sustainable bond market continues to develop, creating opportunities for responsible investors who want portfolios that are diversified and impactful.
By Vishal Khanduja
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Why After-Tax Returns Are the Only Returns That Matter
Building lasting wealth depends less on high returns and more on optimizing the structure of your portfolio to minimize taxes. That can cost you over time.
By Kelly Ann Winget
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3 Financial Hurdles Coming Up for Women: How to Overcome Them
From the widow's penalty to higher health costs, women will encounter a host of money worries over the course of a lifetime. You need a robust financial plan.
By Tony Drake, CFP®, Investment Advisor Representative
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Winning an Exit: What Small Businesses Can Learn from Meta
How can business owners exit their company with a proper valuation and no regrets? Meta's billion-dollar acquisition of a small AI firm provides a clue.
By Kempten Schwab
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Is AI-Generated 'Workslop' Ruining Your Work Relationships?
A coworker's poor work that was generated by AI and not edited for accuracy or quality is the latest headache in the workplace. You address it without drama.
By Allison Gerrard
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Are Annuities Safe? An Industry Expert Explains the Risks
Different types offer different levels of potential risk. Here's how to choose wisely, from an annuities pro.
By Ken Nuss
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Nearing Retirement? Why 'Refirement' Is a Better Philosophy
Get fired up about your upcoming retirement by reframing this new chapter of life as a chance to redeploy your purpose, rather than retreat from it.
By Hilton Lamprecht
