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An adviser's strategy puts a distribution to work to potentially lower what clients owe the government for their IRAs and Social Security income. Plus, momentum investing is tempting again (just watch out for the capital gains expense), and a look at the efficiency and payoffs of preferred stocks.

To manage risk in the equity markets, advisers should pitch a V-shaped bond tent.

Employees who invest heavily in company stock are commingling their financial capital with their human capital, and making their financial plans unnecessarily risky along the way.

Use these strategies when disability and retirement are both concerns.

Advisers say one option has clear benefits over the other.

Here’s what advisers are suggesting, just in case.

The firm’s review process is called "paper-thin" after an adviser is charged with selling retirees unsuitable variable annuities and fabricating client information.

Tax-wise strategies for charitable contributions can take a 180-degree turn when it comes time to create an estate plan.

"People want to chase gains," an adviser says of clients.

CEO Paul Reilly will take over for Tom James, who helped grow the firm into a major industry player.