• 

  RETIRING WITH NATALIE CHOATE

  Thorny Issues When Leaving IRA to Trust for Young Children

  Why do back flips to qualify for a life expectancy payout that may soon cease to exist?

• 

  MORNINGSTAR MAGAZINE

  Value and Income in Utility Stocks

  Utilities offer a range of opportunities.

• Practice Builder

  The Benefits of Incorporating Password Management Into Financial Planning

  Today's password managers have a multitude of features that can benefit your client in their day-to-day digital lives--and even play a role in their estate planning.

• ETFs

  A Small-Cap ETF With a Leg Up

  This exchange-traded fund's efficient, market-cap-weighted construction and low fee put it in a strong position to outperform its small-cap peers.

  • Not All Index-Tracking Funds Are Created Equal

Advisor Insights

• 2018 Morningstar Investment Conference
• A Focus On Essentials
• The New Pass-Through Business Tax Break

ETFs

• A Look at the Menu of Chinese Equity ETFs
• The Evolution of the Chinese Market
• Stay Diversified With This International Multifactor ETF

Funds

• The Top 1%, Corporate Version
• Why Mutual Funds Can't Be Hedge Funds
• The 3-Fund Portfolio: Reader Follow-Up
• Is It Surprising That Fidelity Magellan Isn't Drawing a Lot of Cash?
• Death Is a Way of Life for Liquid Alternatives

Fiduciary Focus

• An Improvement on Regulation Best Interest
• The Case for Dollar-Cost Averaging
• About That Best Interest Rule
• How Financial Advice Should Work

Practice Builder

• Online Meeting Scheduling Software: A Win for Clients and Advisors
• How to Overcome Anchoring When Investing
• Must-Knows About Qualified Opportunity Funds
• Technology Tools Your Clients Should Be Using

Retirement Planning

• Natalie Choate: How to Deal with Improper Roth Contributions
• Natalie Choate: 3 Misleading IRS Forms
• Natalie Choate: How an Expert Botched Her Own RMD
• Avoid the Income Funnel Trap

Article Library

• Advisor Insights