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Medicare Strategy Must Be Implicated In The Broad Retirement Plan

by The Wealth Advisor Contributor
Most clients arrive at retirement with well-formed beliefs about money, yet one of the most persistent and costly blind spots remains healthcare planning under Medicare. Even highly prepared households routinely underestimate how structural gaps, timing errors, and plan selection decisions can compound over decades. For advisors, this represents both a material risk to client outcomes and a critical opportunity to deliver differentiated guidance.

Featured

CEO Turnover Is Accelerating Across Global Markets

The recent announcement that Tim Cook will step down as CEO of Apple, with longtime executive John Ternus set to assume the role on September 1, reflects a broader leadership inflection point that wealth advisors and RIAs should not view i

The Oil Market ‘Is Lying To Us,’ Oil Execs Say

(Yahoo! Finance) - Big Oil is making money but losing sleep. Sure, high oil prices are nice; we’ll find out next week exactly how nice when the majors report first-quarter earnings. But what goes up must eventually come down.

Rerouted, Not Retreating: U.S. Global’s SEA ETF and the New Economics of Global Cargo

Freight rates don’t usually make headlines until something goes wrong.

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ETF Innovators

Beyond Traditional Inflation Hedges: How INFL Offers Sustainable Growth in a High-Inflation Environment

Horizon Kinetics’ INFL ETF offers a fresh approach to inflation protection by targeting capital-light businesses that thrive during inflationary periods. While traditional real asset investments fall short, focusing on high-margin, cash-flowing businesses provides both protection and growth potential in today’s economic landscape.

ETF Innovators

Beyond Passive: How Touchstone’s LCF Combines Quality Screening with Value Discipline

The Touchstone US Large Cap Focused ETF (LCF) combines fundamental value investing with modern business analysis to identify high-quality companies trading below intrinsic value. Backed by a concentrated portfolio and a moat-focused framework, LCF offers advisors a compelling active alternative to passive large-cap exposure.

ETF Innovators

Rethinking Equity Exposure: How Allianz’s AUGU ETF Balances Growth and Protection

AllianzIM’s AUGU ETF offers a transformative approach to equity exposure for advisors and their clients. The buffered ETF provides a unique combination of growth potential and downside protection, allowing investors to navigate market challenges effectively. Discover how AUGU reshapes the investment paradigm, emphasizing the importance of adapting traditional investment strategies while enabling advisors to enhance client portfolios with innovative solutions that balance risk and reward, offering a reliable tool for achieving growth without compromising on protection.

ETF Innovators

Risk-Managed Core Exposure: How Howard Capital Management Seeks to Help Advisors Navigate Volatile Markets

Howard Capital Management’s ETFs combine broad market exposure with a proprietary trend-following model that aims to mitigate downside risk, offering advisors a tactical tool for navigating volatility without sacrificing core equity participation.

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Citi Wealth Introduces AI-Powered Client Assistant Built on Google's Technology Stack

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