The chief investment officer of
Bailin, a frequent commentator in the financial media who led
Steven Wieting, chief investment strategist and chief economist for
Bailin's departure comes as
Last year,
— With assistance from Silla Brush.
Financial advisors are not mandated reporters, but they can often be a trusted first point of contact when clients are expressing suicidal thoughts.
Nearly one-third of affluent investors don't have an estate plan, according to an Escalent survey. For advisors and clients alike, estate planning conversations can be difficult but essential.
Whatever the reasons behind the relocation, advisors can ensure that proper planning will reduce extra expenses and unforeseen headaches.
The expansion of the Qualified Small Business Stock program in the One Big Beautiful Bill Act makes a powerful tax-saving strategy even more enticing.
But the new rules for deductions, capital-gains exclusions and estate planning merit a lot of strategic discussions for financial advisors and entrepreneurial clients.
Bottles and casks from sought-after brands and years can be worth big money, but fraud and market bubbles can make for a highly volatile market.
