Updates

A presidential executive order that could lead to investors keeping their money longer in tax-deferred retirement accounts? What’s not for investment advisors to like? Especially intriguing to advisors is the language in President Trump’s new executive order calling on the Treasury Department to review its rules for required mandatory withdrawals from 401(k) plans and IRAs. Generally, investors … more »

The rise of Betterment, Wealthfront and other “robo-advisors” has disrupted the financial advisory business. Many millennials are eschewing traditional financial advisors in favor of algorithmic, low-cost alternatives to managing their money. As Baby Boomers continue to age, the trillions of dollars in wealth they’ve accumulated will flow down to younger generations. Are financial advisors concerned … more »

It’s been 10 years since the financial crisis saw banks crumble, homes foreclosed on and portfolio values plummet. And as the global community looks back on what became a worldwide calamity, the obvious question is whether today’s investors are better prepared for the next market crash. Financial advisors believe they are. Thanks to a change … more »

Florida Sen. Marco Rubio’s proposal to allow parents to tap Social Security benefits early to pay for parental leave has a number of prominent cheerleaders—chief among them White House adviser Ivanka Trump—but investment advisors are not cheering. Rubio’s bill would allow both parents to apply for Social Security benefits early to finance leave after having … more »