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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.

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

(Yahoo! Finance) - American Express (AXP) stock fell at the open, even as results beat across the board.

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TAMPs

Orion: The Portfolio Recipe For Rising Interest Rates

Many advisors want to know which strategies will perform better in rising rate environments and how to adapt once the Fed lets go of the yield curve.

TAMPs

FusionIQ Enters the Ranks of America’s Best TAMPS by Offering a Digital Dual Journey for Financial Firms and Clients

If the COVID-19 pandemic has taught one critical lesson to the financial services industry, it’s that younger, tech savvy consumers demand digital.

TAMPs

Frontier Market Perspective: Lather, Rinse, Repeat

Consensus is that we’re going right back to the slow growth environment that we had before. Oh, and seemingly nobody cares. Oh, and the market is up.

Commentaries

Larry Summers: Treasury Borrowing Has Gotten "Bizarre"

When the government pays the Fed on its Treasury holdings the flow ultimately surrenders fixed-rate liabilities for a riskier near-term float.

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WealthTech

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

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Tesla Shares Jump After Earnings Beat on Margins, Profitability and Robotaxi Progress

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AI As An Investment Theme Operates Under A Unique Level of Scrutiny

The Trust Advisor

A High-Profile Divorce Highlights Several Planning Considerations for Wealth Advisors

FundFocus

Goldman Sachs Believes The Market Will Continue To Rally

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