November 20, 2023
Debate: Will the New DOL Fiduciary Rule Hurt Retirement Investors?Two professors disagree on the extent to which advisors would limit their counsel should these protections be enacted.
November 15, 2023
New Tax Credit Boosts Appeal of Used Electric CarsFor taxpayers who qualify, the Section 25E credit can make buying a used electric vehicle more affordable.
November 13, 2023
Supernerds Unite Against Dave Ramsey's 8% Safe Withdrawal Rate GuidanceRamsey blasted retirement researchers as "goobers" living in their moms' basements, but his spending advice is dangerous.
November 13, 2023
'Protected' vs. 'Guaranteed': The Same … But DifferentAdvisors tend to think the term "guaranteed" resonates more with consumers, but that's not the case, research finds.
November 08, 2023
Proposed DOL Standard Would Greatly Expand Fiduciary ReachThe new rule would make major changes to the five-part test for fiduciary status.
October 20, 2023
IRS Proposes Electric Car Tax Credits for Down PaymentsThe regulations, if finalized, would allow EV buyers to put the tax credit directly toward their purchase.
October 20, 2023
What's Hot in Fixed Income for Advisors?There have been significant shifts in advisor interest since 2020, especially with respect to U.S. Treasurys.
October 19, 2023
Should Your Client Buy Real Estate in an IRA?Real estate investing in a self-directed IRA has tax and other benefits, but also strict rules.
October 11, 2023
Advisors Divided on How Much Employer Stock Clients Should OwnWhile research suggests holding little or no employer stock, there are behavioral aspects to consider.
October 10, 2023
What Minnesota's Revised Suicide Exclusions Statute Means for InsurersConcerns about mental health have affected a well-established life insurance policy provision.