FA Magazine

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Using Guardrails For The 4% Rule

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After Morningstar came up with a new number in 2021, two divergent opinions about the safe withdrawal rate have now reconciled.

America's Top 1% Don't Make As Much As You Might Think

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Income inequality is still a huge problem, but it hasn't been growing as quickly as some statistics indicate.

Gifting, Roth IRAs Figure Big In 2023 End-Of-Year Tax Moves

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The looming sunset of some 2017 tax reforms is starting to figure into tax planning.

New Fiduciary Rule Targets Onetime Rollovers

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The rule would cut “junk fees” and provide billions in savings, the agency says.

Consider These Year-End Tax Moves For Business-Owner Clients

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Business owners should prepare now for the sunsetting of provisions of the 2017 Tax Cuts and Jobs Act.

ProShares Rounds Out Crypto ETF Lineup

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ProShares introduced its sixth cryptocurrency-linked ETF to fill out its suite of similarly styled products.

The Stunning Resilience Of Emerging Markets

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Contrary to many analysts' expectations, emerging markets have not spiraled into a debt crisis.

Breaking Binary Patterns Of Problem-Solving

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Our patterns of thinking can lead to self-destructive cycles. Here are some ways to break them.

We're The Lucky Ones

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When one looks around the world, it's easy to see why so many people want to come here.

Three Myths About The Bond Market

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The era of declining interest rates may have come to an end, and many investors don't seem to realize it.

Founders Beware: Younger Advisors Are Leaving

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The next generation of advisors may be looking to find a new firm.

Higher For Longer Mantra Confounds Bond Investors

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What do fixed-income investors say when 15 years of sleepy interest rates suddenly perk up?

A Text To Show You Care

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As email inboxes become jammed, texting becomes an attractive marketing solution. But be mindful of regulators.

Conversational Opportunity Comes Knocking

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When you're more aware of yourself as a talker, you'll see how important some conversations are.

A Direct Impact

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Foundations can help by sometimes giving directly to people. But watch for the tax implications.

Facing The Dreaded Non-Compete Clause? There Are Remedies.

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Non-compete clauses are increasingly out of favor politically, but larger RIAs are holding on tight.

Preparing Clients For The Risk Of Cognitive Decline

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Advisors often have to bring up this sensitive topic with clients.

Should Clients Know Their Advisor's Net Worth?

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Advisors agree that they should be open with their clients about their personal finances.

Talking Bots

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How will AI be used by advisors? And how can they do it ethically?

Sierra Expands Mutual Funds Suite

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The fund suite uses a distinctive tactical investment approach to produce long-term returns while limiting downside risk.

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