Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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How Advisers Can Turn Value Into Client ReferralsMost advisers deliver more value than their clients realize. Here's how you can make that easy for your clients to understand and fully appreciate.
By Shannon Larson
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Human Capital: The Invisible Risk in Your Investment PortfolioWhile conventional wisdom views a career as a stable bond, human capital carries unique risks, so a client's job shouldn't always be treated as a safe asset.
By Jeffery Coyle
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For Retirement Income, Which Accounts Do You Tap First?When clients' retirement transition is harder than they expected, a "ready, shoot, aim" approach to income withdrawals is often to blame. Here's how to fix it.
By Myles J. McHale, Jr. AIF®, CRPP®
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Q4 Market Outlook: Key Risks Behind Steady IndexesGreenRock founder Prem Patel notes that headline stock indexes might look steady thanks to a handful of tech giants, but there is more risk than meets the eye.
By Prem Patel, MBA, IAR
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Is 'Buy and Hold' Really the Best Investing Strategy?Pulling out of the market to avoid lows means you'll miss out on the next highs. But there's another side to the story — and it might alter your perspective.
By Jordan Rizzuto, CFA®
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Redefining Financial Success Beyond Net WorthWe are increasingly measuring financial success by the peace of mind, stability and life choices money brings rather than the total net worth we accumulate.
By Teresa (Terry) Rasmussen
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AI Stocks: Why AI Is a Supply Chain, Not an IndustryAI is an interconnected supply chain, so owning different "AI stocks" often just means you're placing the same bet on the spending of a few big tech players.
By John O'Connell, MBA
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Why Your Pension Likely Means You’ll Pay Taxes in RetirementEighty percent of retirees pay $0 in federal income taxes, but since you have a pension, you're likely in the 20% who will pay taxes. What you can do about it.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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How Your Financial Decisions Can Ripple Through RetirementEven something as simple as buying a new car can have wide-ranging consequences. This metaphor can help you understand your options.
By Myles J. McHale, Jr. AIF®, CRPP®
