Search our articles archive

Whether inclined to stay or to go, advisers owe it to their clients and themselves to pay attention to the subtle, but important, changes happening at the company

At least 27 percent of Americans are estranged from a member of their own family, and research suggests about 40 percent of Americans have experienced estrangement at some point.

Variable annuity sales surge 55% to $32.8 billion in Q2, marking the highest quarterly sales in that category in nearly six years, according to the Secure Retirement Institute

Being a family caregiver is one of the most difficult jobs and one that nearly everyone will have at some point. An estimated 42 million people in the U.S. provide unpaid care to those 50 and older.

Two impending hikes that would boost premiums for existing CalPERS Long-Term Care insurance customers by 90% make coverage hard to justify, one policyholder said.

While the pandemic undermined Americans’ confidence in nursing homes and home care is preferred, its cost could exceed that of a nursing home.

Fees directly reduce portfolio returns … and that comes directly out of the pocket of the investor. There is no way to say that gently.

Study co-authored by Robert Jackson Jr. shows that ‘wandering advisers’ who leave one regulator and continue operating under another are more likely to commit misconduct.

“Money & Your Mind” Presentation by Carl Lachman for the spring 2021 workshop series

Eclectic Associates – Information sheet