Andrew Shilling

"It's now June and if you’ve been on a deserted island for the last five months you couldn’t have fathomed the movements we’ve seen," an expert says.

The decade’s top performers also outpaced broader markets over the short term.

Everything from compliance to admin work is part of the job, and advisors have to “figure this out by themselves or find a third party,” a planner says.

The results were “not just predicated on expense ratios,” an expert says.

Strategies include utilizing charitable trusts to split benefits between multiple beneficiaries and taking advantage of donor-advised funds.

“Just because someone’s charging 1% doesn’t mean you should take them off your list,” an expert says.

Nearly 72% of Americans opted to stay the course and stick to their investment plan during the crisis, a survey found.

By making the right moves, retirees can reduce their taxable income and owe less in capital gains taxes, an expert says.

Though IRA conversions during a market correction may enable some clients to save on their taxes, the strategy is not recommended for everyone.

Those who feel they have inadequate savings may consider going back to work after the pandemic, even if it's on a part-time basis, according to an expert.

Even some of the industry’s cheapest products “may be overpriced” in that they’re “mirroring a passive index,” an expert says.

The rule change is designed to have an impact in the fight against COVID-19 and applies only to donations made to charitable organizations, an expert says.

“Concerns over the program's ability to pay promised benefits have been around for a long while, but they're heightened,” an expert says.

Many of the executives selected this year say the industry’s future may lie in its sudden change to a fully virtual business model.

Despite the July 15 deadline extension as a result of the coronavirus, some taxpayers are advised to file early.

Analysis of their performance — and fees — may reveal some surprises.

The percentage of workers who say they are ready to retire has dropped by more than 5% in last month, a survey found.

The holdings in these top-performers “are companies that will be replaced, from a performance standpoint, over the next decade,” an expert says.

Clients may consider rebalancing their portfolio more often to address asset allocation shifts as a result of the downturn.

“These funds got an assist from the Fed when they were told they would backstop the higher end of the high-yield credit industry,” an expert says.