News & Perspectives

What's more, a periodic review of your IRA beneficiaries is vital to ensure that your overall estate planning objectives will be achieved considering changes in the performance of your IRAs and in your personal, financial, and family situation. For example, if your spouse was named as your beneficiary when you first opened the account several years ago and you’ve subsequently divorced, your ex-spouse will remain the beneficiary of your IRA unless you notify your IRA custodian to change the beneficiary designation.

This blog will talk about the use cases and limitations of AI with regard to financial planning and emphasize the fact that human financial advisors are still far superior to AI.

Understanding diversification is the first step in building a strong portfolio. Are you ready to weather the storm?

Let your clients and contacts know about what a big job retirement strategy represents, and what a help you will be in setting it into motion. Factoring in longevity is a big part of that.

The overarching premise of getting a return on investing in a stock in the stock market is that you get rewarded for taking the risk to invest in a company with an uncertain future. You can’t get a return without risk. That is the price of admission for being an investor.

Relatively high short-term interest rates may have investors wondering why their fixed income allocation should comprise anything other than money market funds