Portfolio

Saving on taxes during a liquidity event: Plus, how to get a double dose of tax-deferred savings, and when doing nothing is a client's best strategy.  More »
Gold extended a rebound from the lowest level in six weeks after minutes from the Federal Reserve’s January meeting signaled many officials were inclined to keep interest rates near record lows for longer.  read more »
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Financial advice sometimes includes relationship guidance. Here are a few strategies I use when talking to clients about prenuptial agreements.  read more »
More than half of global employers surveyed by Vanguard say they intend to boost company contributions to 401(k) plans in the next five years; Plus, almost half of American workers (45%) are not saving for retirement.  read more »
Many clients would prefer to stay in their homes as they age -- for both emotional and financial reasons. In-home care costs much less than facilities-based care, and those costs are rising at a slower pace.  read more »
A review of year-to-date trading activity of U.S. diversified equity mutual funds spots trends that advisors and clients can use to identify the biggest sector movements.  read more »
Agents tout that these products offer 8% guaranteed returns, but this 8% is not a yield but an income rider; Plus, how the Supreme Court just improved your clients' retirement.  read more »
A review of year-to-date trading activity of U.S. diversified equity mutual funds spots trends that advisors and clients can use to identify the biggest sector movements.  read more »
How Wells Fargo Serves the Ultra-Rich
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