College leads to higher earnings, better health and greater life satisfaction, but the path is far less automatic than most families assume. Pushing teens to “just go” often results in debt, delays and outcomes that fall short of expectations. What should families focus on instead – and how can they improve their approach?
Investors use both sector and industry ETFs to express their market views, position for macroeconomic changes and industry trends, and manage portfolio risks. While grouping sector and industry funds together might feel natural, it can lead to oversimplified strategies and missed opportunities. How can you improve?
Discover how rising market concentration in U.S. equities is driving strong returns but causing income from dividends to hit historic lows.
Want to invest in crypto’s growth potential without buying crypto? Consider companies driving crypto’s adoption and use cases – from banks, to blockchains to other companies poised to benefit from the growth in digital assets.
The S&P 500’s surge rivals the dot-com boom, this time driven by excitement over artificial intelligence. While valuations are stretched, profits remain strong. Are we in another bubble – or still in the early stages of a boom?
The Registered Investment Adviser (RIA) landscape has undergone a profound transformation over the last 30 years. The value proposition for RIAs has always been relatively simple: independence, commission-free advice and a fiduciary standard. But much has changed over the years, and the way to add value to clients, as an industry, has evolved. The advisory world is no longer defined by just the products or services offered but by the entire experience that’s created for clients.
The largest wealth transfer in history is underway, yet most advisors remain unprepared. Firms must adapt to meet the needs of younger clients – or risk being left behind.
Ric Edelman, founder of The Truth About Your Future sat down with Annie Brinckman, Wealth Advisor and Managing Partner of Capital Planning Wealth Management to talk about the process she and partner Jonathan Carpenter navigated while helping to take over and manage the $850 million-asset, 17-employee business from its two founders, one of whom is her father.
Today, persistent inflation, uncertain macroeconomic policies, and unbalanced risk/return profiles have bond investors rethinking their core-plus allocations—searching for new ways to generate excess returns without taking on more risk. We explore how investment-grade private credit may provide your clients with a new way to generate potential excess returns without taking on additional risk.
The White House’s new directive could bring alternative assets to millions of 401(k) investors. This move has big implications – for plan design, client education, and advisor value. Here’s your plain-English guide to what’s coming and how to prepare.
