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Clients who have $30,000 in student loan debt would have missed as much as $325,000 in investment opportunities in their 401(k) plans; Plus, the one money move to make before the end of the year.
December 10 -
Setting aside 15% of income for retirement may not be enough to build a nest egg that is adequate to cover living and other costs in the golden years; Plus, why investors should say no to universal life insurance as a retirement fund.
December 9 -
El-Erian says we have borrowed market returns from the future. Allan Roth is having none of it.
December 9Wealth Logic -
Seniors are advised to work longer and retain their equity investments to help their portfolios keep up with inflation; Plus, why retirees are moving again.
December 8 -
Companies can use extra cash in their coffers in a number of ways to benefit clients. But if dividends are the goal, these companies arent likely to find a place in the mix.
December 7 -
Sky-high prices at recent art auctions in one case up to $170.4 million may have some wealthy, art-enthusiast clients seeing painted visions of dollar signs.
December 7 -
A new study claims its better to buy whole life than to buy term insurance and invest the difference. What are you telling your clients?
December 4 -
Advisors can help clients know the limits on gift-giving to avoid the tax implications. Plus, year-end tax saving moves, and seven ways to lower your client's taxable income.
December 3 -
Investors should move to protect their money rather than reach for higher returns next year as central bank efforts to stimulate the global economy set the stage for markets to ultimately fall.
December 3 -
For clients looking for income, here are the large-cap companies that boosted their dividends the most in the past three years.
December 1