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  Retirement Planning

  Natalie Choate: How to Deal with Improper Roth Contributions

  There are three courses you can take if you've contributed to a Roth IRA when you shouldn't have.

  • Where Recharacterization Is Alive and Well
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  Funds

  The 3-Fund Portfolio: Reader Follow-Up

  The readers send their improvements to Taylor Larrimore’s three-fund portfolio.

  • The 3-Fund Portfolio
• Practice Builder

  Must-Knows About Qualified Opportunity Funds

  The Opportunity Zone program is designed to raise the economic vitality of thousands of struggling communities while providing a tax-break for capital gains.

• Fiduciary Focus

  The Case for Dollar-Cost Averaging

  Some argue that lump-sum investing leads to better outcomes over time--but dollar-cost averaging is superior for prudent investors managing risk.

  • About That Best Interest Rule
  • Why Diversification Pays in Rising Markets, Too

Advisor Insights

• 2018 Morningstar Investment Conference
• A Focus On Essentials
• The New Pass-Through Business Tax Break
• 10 Questions with Cliff Greenberg
• Dressing for an Amazonian Storm
• Of Models and Management
• Do Investors Really Pay Attention to Fees?
• The Future of Clean Shares
• The Rise of Non-Investment Advisors
• Why Buy Annuities?
• Contrarian Investing
• Invest in HAL?
• When Investors Do--and Don't--Pay Attention to Fees

ETFs

• How Much of Your ETF's Dividend Income Is Qualified?
• This Global Stock Fund Takes Steps to Reduce Risk
• This High-Quality Dividend-Growth Fund Can Serve as a Core Portfolio Holding

Funds

• This Vanguard Fund Hasn't Been Worth the Extra Volatility
• An Upgrade For A Bond Fund With A Checkered Past
• Watch Jeremy Grantham's 'Race of Our Lives' Speech

Fiduciary Focus

• About That Best Interest Rule
• How Financial Advice Should Work
• Why Diversification Pays in Rising Markets, Too

Practice Builder

• Technology Tools Your Clients Should Be Using
• Collaboration Tools to Increase Your Productivity
• Would You Buy That Investment Again at Today’s Price?

Retirement Planning

• Natalie Choate: 3 Misleading IRS Forms
• Natalie Choate: How an Expert Botched Her Own RMD
• Avoid the Income Funnel Trap

Article Library

• Advisor Insights