• 

  Practice Builder

  Advising a Young Risk-Taker

  Michael Pompian outlines the case of an aggressive investor with sizable near- and long-term goals.

• 

  Retiring with Natalie Choate

  How to Maximize Roth Savings Through a 401(k) Plan

  Contributor Natalie Choate discusses a little-known--but low-tax--savings strategy.

• Advisor Insights

  Advisors, Take Our Retirement Quiz

  Test your knowledge and find out what levers you can use to help clients achieve better retirements.

• Fiduciary Focus

  How to Minimize Uncompensated Risk

  Contributor Scott Simon illustrates how reducing this risk can damp portfolio volatility and improve investor outcomes.

Advisor Insights

• Don't Bash Bonds
• Big Pharma, Wide Moats
• Do Advisors Know What Clients Want?
• Putting a Price on Popularity
• How Health Shocks Affect Retirement Spending
• Great to Good
• 10 Questions with Sarah Riopelle
• Go Wide, Not Deep
• Return on Time
• A New Era for Asset Managers
• On a Mission to Educate
• Judgment Day
• The Death of Liquidity
• What Is an Index?
• 2019 Morningstar Investment Conference

Fiduciary Focus

• The Risk/Return Trade-Off and Modern Prudent Fiduciary Investing
• An Introduction to Modern Prudent Fiduciary Investing
• 403(b) Plans Not Adding Up
• On Bernie Madoff and Working Longer
• Why Target-Date Funds Miss the Boat
• The SEC Should Try Enforcing the Investment Advisers Act of 1940

Practice Builder

• Clearing Up Cybersecurity Confusion
• How to Analyze the Independent Investor Type
• Top Solutions for Securely Exchanging Client Files
• Advising a Couple That Fears a Financial Crisis
• Should RIAs Offer Tax Services?
• The Best Student Loan Planning Tool Is Free

Retiring with Natalie Choate

• 4 Dumb Answers About IRAs and Retirement Plans
• How to Avoid This IRA-to-IRA Rollover Trap
• IRA Annuity Surprises
• Why Diversity Is Good for Your Business (and the World)
• Tricky Timelines If You Miss an RMD
• Restoring Lawsuit Winnings to an IRA

The Long View

• Evensky: 'It's an Unmitigated Disaster'
• Szapiro: 'You Can't Fix What You Can't Measure'
• Kitces: 'The Model Has to Change Again'
• McClanahan: 'There's More to Money Than Just the Numbers'
• Vanguard's Buckley: 'There's No One Even Close to Us'
• Housel: 'No One Hires a Luck Manager'
• Phillips: 'We're All in the Behavior Modification Business'
• Bernstein: The Retirement System Needs Dynamite, Not Nudges

Funds

• Active Equity Management Fails Again to Make Its Case
• Why Fund Managers Are Adding ESG to Their Processes
• Vanguard's Two-Fund Portfolio Just Had Its Best Decade

ETFs

• This Dividend-Weighted Small-Cap ETF Is a Solid Pick for the Long Run
• To Err Is Human
• Valuations Aren't Great for Timing Investments

Article Library

• Advisor Insights