4 Questions to Ask About Alternative Investments and Wealth Tools
By Andy AzizAs more advisors turn to alternatives, how can they best combine their clients' investment and financial planning information?
November 28, 2022
How Many Stocks Do You Need for a Diversified Portfolio?A carefully selected 20-stock portfolio might have the volatility of a random 50-stock portfolio, but not of a 500-stock portfolio.
November 22, 2022
Making Medicare Accessible Helps Us AllThe author looks at how what you do builds stronger communities.
November 21, 2022
How Reforming Social Security, Medicare Can Be DoneThe GOP wants to mitigate rising costs by, among other things, raising the eligibility age for Medicare to 67 for those born after 1960.
November 19, 2022
How Medicare Access Will Change in 2023: A Medicare Customer QuestionThe Consolidated Appropriations Act of 2021 will close some major coverage gaps.
November 19, 2022
Help Clients Avoid the IRS 'Dirty Dozen'The end of the year is a great time to warn people about major tax traps.
November 18, 2022
Why Recognition Matters: The LUMINARIES Program in ActionAs we showcase our 2022 winners, several aspects of the program are worth highlighting.
November 17, 2022
Ignorance About Life Settlements Can Be ScaryAuthors in the life policy resale market say client fears sometimes produce frightening results.
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