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The tricky part is educating clients on how to recognize what constitutes underperformance and overperformance.January 13
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Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.November 26
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Unmarried siblings who cover more than half of their parents' expenses are advised to use the head of household filing status.August 27
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“There are too many negatives at this point. What Trump is saying and what the Fed is saying is no longer enough,” an expert says.August 14
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Do stock market swings mean new opportunities for financial planners?August 14
Chief Investment OfficerMomentum Advisors
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Eight of the top 10 have less than $100 million in assets.June 27
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Some seniors are missing out on a potential 20% tax deduction, and “no one is talking about what a wonderful retirement planning technique" it is, says an expert.May 14
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Seniors in this position may face a tax bill and possibly a penalty if they dip into their 401(k) prematurely, says an expert.May 10
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The misconceptions about Social Security are alarming. says an expert. The number of people relying on the program to be their main source of income "is scary."May 8
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An FPA learning and development consultant shares a collaborative technique for solving tough problems.May 7
