Advisor strategies

The last government shutdown highlighted how many Americans ignore basic planning lessons.

The research firm’s headcount and related job forecast are based on a highly elastic idea.

When they get jittery about stock swings, their worries create a huge opportunity for advisers. Here are actions to take right away.

Lower-earning spouses who took time off to raise children or care for an aging parent may not be eligible based on the taxes they paid into the system.

Studies have shown an I.Q. can drop 10 to 12 points while attending to electronic messages, an expert says.

The independent broker-dealers born during this fraught year have thrived. Now, however, their role in creating today’s independent advisor threatens their ability to survive another half-century.

Moving could eliminate their mortgage, reduce housing expenses and lower cost of living.

“I did it for the LOLs,” advisor Doug Boneparth says of his newly launched advisor-focused T-shirt business.