Buying ETFs on Margin: Leverage Mutual Funds Can't Match
By ThinkAdvisor StaffExecuted properly, this strategy can produce large profits. But clients must understand the risks.
October 20, 2026
PRO
Buffer Annuities: Downside Protection Isn't a FloorRILAs allow investors to capture market gains, but they can be riskier than other annuities.
October 19, 2026
5 Ways to Help Clients Avoid RMD ConfusionMany retirees withdraw only the minimum because they misunderstand the purpose of RMDs, research finds.
October 19, 2026
The BD 'Waiting in the Wings' to Serve RIAs, Large and Small"We've been very, very busy," Interactive Brokers' institutional sales director, Amanda McLean, tells ThinkAdvisor.
October 15, 2026
PRO
Structure an Inheritance With an AnnuityHeirs can receive an income stream while avoiding a big tax hit.
October 13, 2026
PRO
Charitable Remainder Trusts: Give the Asset, Keep the IncomePairing a CRT with a "wealth replacement" trust unlocks additional benefits for heirs.
October 12, 2026
7 Market and Investing Insights From Peter MalloukThe Creative Planning CEO regularly shares his advice on X.
October 08, 2026
PRO
Roth Conversion Without the Tax Bill? How to Isolate After-Tax DollarsTo avoid the pro rata trap, move pre-tax dollars out of the IRA first.