Adviser Intel
Adviser Intel features expert wealth insights from a curated selection of financial professionals about retirement, estate planning and tax strategies.
Latest
-
A Compelling Case for Why Property Investing Reigns Supreme
Investment data show real estate's superior risk-adjusted returns and unprecedented tax advantages through strategies like 1031 exchanges and opportunity zones.
-
Retired? How to Drop the Guilt and Spend Your Nest Egg
Transitioning from a lifetime of diligent saving to enjoying your wealth in retirement tends to be riddled with guilt, but it doesn't have to be that way.
-
Separate the Pros and Pretenders: Do You Have a Great Adviser?
Do you leave meetings with your financial adviser feeling as though you've been bulldozed into decisions or you're unsure of what you're paying for?
-
Shutdown Freezes Federal Flood Insurance, Impacting Homeowners and Buyers
FEMA's National Flood Insurance Program is unavailable for new customers, increased coverage or renewals during the government shutdown.
-
Five Downsides of Dividend Investing for Retirees
Can you rely on dividend-paying stocks for retirement income? You'd have to be extremely wealthy — and even then, the downsides could be considerable.
-
To Keep Your Retirement on Track, Control These Three Levers
Think of investing in terms of time, savings and risk. By carefully monitoring all three, you'll keep your retirement plans heading in the right direction.
-
Why Judge Judy Says Details Are Important in Contracts
A couple's disastrous experience with reclaimed wood flooring led to safety hazards and a lesson in the critical importance of detailed contracts.
-
Debunking Myths About Defined Outcome ETFs (Buffered ETFs)
Defined outcome ETFs offer a middle ground between traditional equity and fixed-income investments, helping provide downside protection and upside participation.
-
A Lesson From the School of Rock About the Markets
It's hard to hold your nerve during a downturn, but next time the markets take a tumble, remember this quick rock 'n' roll tutorial and aim to stay invested.
