Featured Insight

Discussing Strategies for Maximizing Retirement Income

Retirement discussions with clients should not only cover saving and envisioning life after work but also the risk of outliving their savings. Discover how to prepare them for a secure retirement with these tailored strategies and resources.

Kevin Smith, CFP®

12.18.24 in Wealth Planning & Investing

Estimated Reading Time: 8 Minutes (1437 words)

Is Climate Change a Risk to Your Portfolio?
Is climate change a risk to your portfolio? All signs point to yes.
Market & Economic Perspectives
Peter Essele, CFA®, CAIA, CFP®
07.27.21Estimated Reading Time: 3 Minutes
Your Special Needs Planning Toolkit: ABLE Accounts
When putting together your special needs planning toolkit, be sure to consider ABLE accounts.
Wealth Planning & Investing
Anna Hays, JD, LLM
07.26.21Estimated Reading Time: 8 Minutes
Spotlight: How Advisor and Olympian Roy Janse Translates Goals into Success
Roy Janse, CFP®, AIF®, shares insights about how his lifelong history of athletic training and competition gives him the mindset to succeed as an advisor.
Culture & Community
Maureen Shepherd
07.21.21Estimated Reading Time: 7 Minutes
What About Climate Change?
Whether you believe in climate change or not, it's something investors need to pay attention to.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
07.14.21Estimated Reading Time: 3 Minutes
The Truth About Being a Fee-Only Advisor
The realities of running fee-only business can come as a surprise to some advisors. Having a clear idea of what to expect can help make for a smooth transition.
The Fee-Only Advisor
Erin Esposito
07.14.21Estimated Reading Time: 6 Minutes
Financial Guidance for Recent Widows
Women are living longer than men, yet many are unprepared to tackle the financial issues they suddenly face after a husband’s death. Advisors can help widows get their finances in focus by guiding them through some common planning challenges.
Wealth Planning & Investing
Anna Hays, JD, LLM
07.07.21Estimated Reading Time: 5 Minutes
Driving Long-Term Growth for a Multiadvisor Firm
Learn which critical financial management levers can help align each advisor in your firm around profitability.
Marketing & Practice Management
Kenton Shirk
06.30.21Estimated Reading Time: 5 Minutes
Two Advisors Give Life to Their Shared Vision for an RIA-Only Business
Jodi Amos and Newlin Archinal, managing partners of 4Rivers Wealth Management, discuss the realities of their experience starting an RIA-only business and why choosing the right firm partner matters.
The Fee-Only Advisor
Commonwealth Staff
06.23.21Estimated Reading Time: 1 Minutes
What’s Going on with the Job Market?
Are labor shortages and wage increases the result of the pandemic? Learn what's really going on in the job market.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
06.22.21Estimated Reading Time: 4 Minutes
Will the Biogen Drug Approval Be a Boon for Biotech?
The new Alzheimer's drug from Biogen may be a boon for biotech, but investors have reasons to be wary.
Market & Economic Perspectives
Anu Gaggar, CFA®, FRM®
06.18.21Estimated Reading Time: 5 Minutes
Family Matters: LGBTQ+ Estate Planning
From parentage rules to beneficiary designations, learn what the U.S. Supreme Court decision in the case of Obergefell v. Hodges means for LGBTQ+ estate planning.
Wealth Planning & Investing
Keven DuComb, JD
06.09.21Estimated Reading Time: 7 Minutes
Talking to Clients About ESG Investing
Don’t wait for clients to ask you about ESG investing. Learn how to broach this topic—and why doing so may present a valuable business opportunity.
Wealth Planning & Investing
Peter Essele, CFA®, CAIA, CFP®
06.02.21Estimated Reading Time: 4 Minutes

Enjoy thought leadership from some of the most respected, seasoned professionals in the industry.

Subscribe Now