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When it comes to crafting portfolios, tell clients to focus on the dynamism of American markets.
November 7
Mercer Advisors -
History shows the winning party and their policies will have minimal impact on returns.
November 7
AthenaInvest -
We have the most expensive and fragmented health care in the world, so now what?
November 7
Life Planning Partners -
Here's what to watch for just before the counting of ballots begins.
November 4 -
A tax bill passed in 2017 normally would go into effect in 2018, but the fear is that it could be retroactive, which happened once before under a President Clinton.
October 26 -
Donald Trump defends paying no federal income taxes on some of his returns from decades ago.
September 27 -
The surge of women in the workforce in the 1970s and 1980s means that they have job skills, connections and careers that they can continue to pursue, says Ben Steverman.
September 14 -
A review of the candidates’ proposals leaves Wilmington Trust execs pessimistic.
September 14 -
In the face of political uncertainty, planners are clinging to cash and reallocating client assets to short-term investments.
September 13 -
"The uncertainty is often more stressful than the reality" when it comes to planning for a change in administration.
September 2 -
Either a Clinton or Trump presidency could potentially bring changes in estate tax laws, so start preparing now.
August 29 -
Clients are anticipating volatility and favoring defensive allocations no matter the outcome, say advisers who participated in a recent poll.
August 18 -
The lawsuits claim the universities failed to follow ERISA laws since retail mutual funds were among the investment choices instead of lower-cost versions.
August 10 -
Proposed changes to the standard deduction that would have benefited lower-income Americans are now being revisited. Meanwhile, the top rates and estate taxes get the ax.
August 10 -
Republican presidential candidate Donald Trump described an economic plan that he said would create “the biggest tax revolution since the Reagan tax reform” and “cut regulations massively.”
August 8 -
In his underdog bid in North Carolina, Andy Millard says he's fighting big Wall Street money: "The financial consumer is not well represented in Congress."
July 26 -
While surprised by Donald Trump's decision to add the reinstatement of the 1930s-era banking law to the GOP platform, Republican lawmakers at the convention in Cleveland maintained that Trump is a better choice for the economy and the financial system.
July 20 -
With markets struggling to forecast the outcome and Donald Trump's erratic moves, planners are worried about how the new government will impact their business.
July 19















