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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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.
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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.
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How You Can Guide Your Heirs Through the Great Wealth Transfer
Focus on creating a clear estate plan, communicating your wishes early to avoid family conflict, leaving an ethical will with your values and wisdom and preparing them practically and emotionally.
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To Reap the Full Benefits of Tax-Loss Harvesting, Consider This Investment Strategist's Steps
Tax-loss harvesting can offer more advantages for investors than tax relief. Over the long term, it can potentially help you maintain a robust portfolio and build wealth.
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Social Security Wisdom From a Financial Adviser Receiving Benefits Himself
You don't know what you don't know, and with Social Security, that can be a costly problem for retirees — one that can last a lifetime.
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Take It From a Tax Expert: The True Measure of Your Retirement Readiness Isn't the Size of Your Nest Egg
A sizable nest egg is a good start, but your plan should include two to five years of basic expenses in conservative, liquid accounts as a buffer against market volatility, inflation and taxes.
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New Opportunity Zone Rules Triple Tax Benefits: Your Strategy
New IRS guidance just reshaped the opportunity zone landscape for 2027. Here's what high-net-worth investors need to know about the enhanced rural benefits.
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OBBB Ushers in a New Era of Energy Investing: What to Know
The new tax law has changed the energy investing landscape with expanded incentives and permanent tax benefits for oil and gas production.
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How Family Offices Can Build Resilience in a Volatile World
Family offices are shifting their global investment priorities and goals in the face of uncertainty, volatile markets and the influence of younger generations.
