Kenneth Hoffman

Managing Director & Partner

Social Security is more like icing, not cake

Why clients should prioritize savings and not depend on benefits.

Sponsored by Nationwide
ETFs

2 tax benefits from 1 simple strategy

A manageable way to recreate the S&P 500 and win on taxes, too.

By Kenneth Hoffman

April 18

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Industry News

Goldman Sachs, Morgan Stanley, Citigroup: How they're deploying tech and what it costs

During first-quarter earnings calls, top executives of mega firms like Goldman Sachs, Morgan Stanley and Citigroup talked about how they're testing AI and high-tech tools.

By Rachel Witkowski

8h ago
Tax

Fighting stubborn racial disparities in homeowner tax subsidies

Experts from the Fed, Intuit and the Urban-Brookings Tax Policy Center explored ideas for more effective ways to advance the goals of the mortgage interest deduction.

By Tobias Salinger

10h ago
Retirement

1 in 4 couples disagree over retirement spending priorities

Romantic partners usually agree on their broad retirement goals, a new Ameriprise study shows. But the consensus breaks down over smaller questions.

By Nathan Place

11h ago