Publications
Publications
Latest Articles
Retirement: Old Problem, New Tools
Read retirement planning insights from industry experts on integrating tax, investment, and estate strategies for a human-centric approach.
Reading, Writing, and Roth for Retirement
SECURE Act 2.0 expands 529 plan flexibility by allowing Roth IRA rollovers. Learn the rules, limits, and planning opportunities for ...
Health Savings Accounts and the Retirement Advisor
Explore how Health Savings Accounts (HSAs) are transforming retirement planning and the emerging opportunities for advisors in the face of ...
Reverse Mortgages in the Retirement-Income Toolkit
Discover the benefits and considerations of incorporating reverse mortgages into retirement planning strategies with insights from Wade D. ...
Opportunities for and Obstacles to a Successful Retirement
Social Security sustainability, proactive retirement planning, and potential benefit reductions in the Investments & Wealth Review.
Rethinking Roth Conversions After the 2025 Tax Bill
Explore the impact of the 2025 Tax Bill on Roth conversions and discover essential planning considerations for retirement and tax advisors.
The Confidence Map
Investor sentiment is driven by confidence, fear, and resilience. Peter Atwater explains how advisors can better understand—and ...
A Resilient Mind
Marcus Aurelius’ Stoic wisdom offers timeless lessons for investors. Explore how his Meditations can help clients navigate uncertainty ...
Pricing and Best Practices for Ultra-High-Net-Worth Clients
How registered investment advisors can price and structure fees for ultra-high-net-worth (UHNW) clients, from hybrid models to written ...
Wealth Intelligence Data and Tools for UHNW Prospecting
Wealth intelligence platforms give financial advisors net worth, liquidity, and relationship data to identify and engage ...
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