Politics

Political discussions can be a kind of third rail, but planners can — and should — undercut the worry.

"The uncertainty is often more stressful than the reality" when it comes to planning for a change in administration.

Clients are anticipating volatility and favoring defensive allocations no matter the outcome, say advisers who participated in a recent poll.

Miscalculations, assumptions, planners missing the point — find out how it all can go awry, and what can be learned after the dust settles.

The lawsuits claim the universities failed to follow ERISA laws since retail mutual funds were among the investment choices instead of lower-cost versions.

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.

Why they should stay up-to-date with mergers and the financial difficulties of their past employers.

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.”

Planners may be called on to invest assets within a client’s trust, but the ability to do so can vary greatly. What's more, the election outcome could eliminate some trusts altogether.

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."

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.

Last election, the sky was falling but the markets handed in a good performance the next year.