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Medicare Strategy Must Be Implicated In The Broad Retirement Plan

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.

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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.