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.