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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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Practice Management

A Move that Seems Almost Logical

Markets often behave unpredictably driven by fear and greed. The trend of shifting assets from high-cost mutual funds to low ETFs is a rational move.

TAMPs

Dynamic Advisor Solutions: What's Up With The Magnificent 7?

These companies can attribute a lot of their success to being the biggest beneficiaries of the surge in artificial intelligence (AI) investment. But outperformance has led to significant divergences with the rest of the market. The longer that these divergences continue, the higher the odds of a larger selloff when these “magnificent” companies inevitably lose momentum.

Commentaries

Stifel's Stock Strategist Foresees 10% Correction

Stocks are primed for a 10% correction in the second half of 2024, warns Stifel's chief stock strategist Barry Bannister.

TAMPs

Buckingham's Next Webinar: The Future of Financial Planning

Planning is everything. And the evidence that drives the plan is the key to everything that unfolds in your client outcomes as well as the ongoing relationships along the way. Want more science? Buckingham's big brains will provide!

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AI Is Rapidly Reshaping The Wealth Advisor Operating Environment

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

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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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