Banco Popular de Puerto Rico

The 70 million-strong cohort requires nothing less than constant technological innovation.

Other global health threats, such as SARS, did not have long-term impact on stocks. COVID-19 might be another matter.

Many wealth management trends never caught on. This one is no passing fad, however.

We can all play a part in preparing for this and future outbreaks.

As coronavirus roils the economy, planners have a rare opportunity to show their worth and lock in client loyalty.

Under the new act, some can take out as much as $100,000 from retirement plans early without penalty.

I am advising some clients to ladder maturities to lock in more dependable tax-free income streams — especially for those in states with high income taxes, like California.

Now is not the time to disconnect from supportive networks of other advisors.

As soon as the program was announced, I not only advised my small business clients to apply; I also tried to figure out how to take advantage of it myself.

My training in virology, laboratory pathology and emergency medicine gives me a different perspective of how to manage our society’s new path forward, writes M.D. and planner Carolyn McClanahan.