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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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Commentaries

Goldman, BofA, Lazard: Make Way For Emerging Markets

Elevated commodity prices and earnings growth are igniting bullish bets on emerging markets after a "lost decade" of underperformance.

Portfolio Construction

Pandemic Cost $16 Trillion: Fitch

A blowout in government borrowing since the pandemic began will ultimately require spending cuts and higher taxes to get public finances on track.

Crypto4Advisors

The Role Crypto Can Play In A Modern Retirement Portfolio

Some workers now have the option to invest in cryptocurrency as part of their 401(k) menu. Doesn't that say these assets are fast becoming mainstream?

Crypto4Advisors

State Pensions Join Hedge Funds As Big Backers Of Crypto Exchanges

Pennsylvania’s public school employee retirement fund was long on $2.6 million while the Wisconsin Investment Board held $6.4 million.

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American Express CEO On Blowout Earnings, Travel And $4 Gas Prices

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