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Think Advisor
13 小时
How Women's Philanthropy Has Evolved Over 20 Years
A longitudinal study by the Women’s Philanthropy Institute covering two decades indicates that the COVID-19 pandemic reversed ...
Think Advisor
10 小时
Social Security Has Faced Peril Before. What Can We Learn?
Lawmakers steered the fund away from insolvency in the 1980s by increasing revenues and raising the retirement age.
Think Advisor
8 小时
Offer Fee-Based Advice at the Worksite: Wealthramp
Krueger is the founder and CEO of Wealthramp, an Osterville, Massachusetts-based firm that runs a matchmaking service for ...
Think Advisor
9 小时
The MYGA as a Bond Alternative
Again, with the 60/40 portfolio mix example, taking the mix to 60% stocks, 20% bonds and 20% MYGA helps reduce market risk ...
Think Advisor
9 小时
Longevity Tech Keeps Conversations Flowing, Life Brokerage CEO Says
Chad Druvenga, the CEO of CBS Brokerage, a life and annuity brokerage based in Shakopee, Minnesota, said in a recent ...
Think Advisor
9 小时
Estate Planners Look for Way Out of Connelly Chains
A lawyer says the obvious alternatives to Crown C Supply's arrangement are fine — for a family that never changes.
Think Advisor
11 小时
Treasurys See Hoped-For Rally Fizzle in Another Lagging Year
The poor performance is due to a resilient economy that forced investors to abandon big bets on monetary easing.
Think Advisor
9 小时
Help Your Clients With This 'Embarrassing' Task Before They Get Married
Talking about money isn't romantic, but not doing so can sink a marriage, Ekaterina Klimentova of Cerity warns.
Think Advisor
12 小时
Bank Bull Run Seen Thundering Onward
According to Wells Fargo’s report, the value of deposits will become more apparent as rates stay higher. Their bull case sees ...
Think Advisor
13 小时
Gold Heads for Biggest Gain Since 2010
Gold is heading for its biggest gain in 14 years, with a 27% advance fueled by U.S. monetary easing, sustained geopolitical ...
Think Advisor
12 小时
How Financial Professionals Can Help Clients Overcome Financial Worry
Americans are more worried about their finances than ever. TruStage’s Martin Powell explains how financial professionals can ...
Think Advisor
9 小时
What Clients Really Ask Accountants About Annuities
Some clients earn enough to face the 3.8% federal net investment income tax, which applies to individuals with $200,000 in modified adjusted gross income and couples with $250,000 in MAGI. For those ...
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