Financial Advisors
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Featured Podcast
Financial Advisor Topics
Investor Behavior
Why Being Right Can Make You a Worse Investor
There Are Three Paths Forward for the AI Boom. Two of Them Lead to Lower Interest Rates
Erin Moriarity: My Dad Lost About $1.5 Million on Bad Investments. Here’s How to Avoid His Mistakes
Markets Brief: Are We in an Earnings Bubble?
Jeff Ptak: The Simple Secret to Becoming a Better Investor
How Much Can You Safely Withdraw If You Retire Early?
Worried About a Stock Market Bubble? Here Are 5 Ways to Stay Invested
The Investing Risks Recent History May Be Hiding
Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, and Other Lessons for Building a Better Portfolio
Private Markets
How Fidelity Built Its Anthropic Bet
What the Midterm Elections Mean for Investors
Why Seeking Anthropic Exposure Via a Fund or ETF Probably Isn’t Worth It
Jim Dahle: Is Avoiding Taxes Costing You Money?
He Tried Shorting Jim Cramer’s Stock Picks. It Cost Him More Than Money
Here’s What CoreWeave’s Credit Woes Tell Investors About the AI Trade
What To Know About the Hottest Corner of the Semiliquid Market
SpaceX Strikes $40B GPU Leasing Deal with Private Credit Players
These 2 Semiliquid Funds Are the First to Earn a Gold Medalist Rating from Morningstar
Financial Planning
Ask the Analyst, With Amy Arnott
Christine Benz: Why I Hired a Financial Planner
Aging and Death in America: ‘I Basically Want to Burn It All Down and Restart’
If a Parent Won’t Move, You Might Have to Let Them ‘Fail at Home’
Helping With Your Parents’ Finances? Think Twice Before Joining Their Bank Account
Elliott Appel: Caring for My Father Put My Life on Pause for 7 Years. Here’s What I Learned
Retirement Planning for Real Life, With Christine Benz
Retirement Planning for Couples Without Children
Retirement Planning After Losing a Spouse
More for Financial Advisors
Why Credit Risk Has Paid Off for Bond Investors
Researchers argue that decades of falling interest rates distorted estimates of corporate bond risk premiums.
Why Cash Is Still King for Short-Term Goals
Longer-term bonds are more attractive than they’ve been in a long time, but they still carry a fair amount of risk.
Will AI Replace Financial Advisors? Here’s How to Prove Your Value to Clients
Look to enhance your practice while protecting your client relationships.
For Size and Value Tilts, Simple Is Better
Evidence suggests investors targeting size and value premiums may achieve stronger long-term results by using one small-value fund instead of managing separate factor sleeves.
Why Low Dividend Yields Are Actually Good News for Investors Seeking Income
The rise of stock buybacks makes it easier for investors to create a tax-efficient income stream.
How Much Can You Safely Withdraw If You Retire Early?
Your retirement time horizon is a big factor, but Social Security, future employment, and changes in spending also matter.
A Better Way to Predict Long-Term Stock Returns
A value-weighted version of the CAPE ratio corrects a structural flaw and delivers stronger forecasts of long-term stock returns.
A Growing Risk in Private Credit and How to Assess It
What private credit fund investors should know about payment-in-kind.
What’s a Safe Withdrawal Rate After You’ve Already Retired?
Your remaining time horizon can help determine whether you’re spending too much—or too little.
Victory Capital Makes Its Biggest Bet Yet
Its proposed acquisition of First Eagle furthers its trillion-dollar ambitions.
Factor Investing Is Very Much Alive
The narrative says factor premiums have been arbitraged away. The performance of an AQR fund suggests a more nuanced reality.
7 Ways Financial Advisors Can Communicate Value and Build Stronger Client Relationships
Clear communication turns expertise into client trust.
The Index Fund Turns 50: How Jack Bogle Changed Investing Forever
Vanguard’s pioneering S&P 500 fund was once mocked as ‘Bogle’s folly.’
Your 7-Figure Retirement Fund Might Not Stretch As Far As You Think. Here’s How to Change That
A million-dollar portfolio no longer guarantees financial freedom. These 8 financial do’s and don’ts will help retirees protect their hard-earned nest egg.
What Doubters Get Wrong About the 60/40 Portfolio
Why stock and bond correlations don’t tell the whole story.
Passive Investing Is Driving the Decline of Active Fund Alpha. Here’s What That Means for Investors
New research suggests that flows into index funds and ETFs are creating structural headwinds for active managers.
What Advisors Learn From Clients Who Leave Other Firms
Clients want communication, comprehensive advice, and a relationship that inspires confidence.
Private Markets Have a Diversification Problem. Can CFOs Help Investors Manage Risk?
Collateralized fund obligations may offer a more efficient way to reshape private market risk.
Is the Equity Risk Premium Dead?
Predictions about lower stock returns are making headlines, but investors are better served by disciplined rebalancing than by trying to forecast the market.
How to Build Wealth That Lasts Beyond You and Avoid the ‘Expertise Trap’
Your expertise helped create your wealth. These five strategies can help ensure it continues supporting your family for generations.
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