Given the wide range of available housing choices, it is important to think about and financially prepare for the housing option that is right for your clients and their families. Created by Legg Mason, this guide highlights key areas of discussion, including: level of care, finances, happiness/comfort, caregiving support, neighborhood considerations, social support, and security.
Investors need to prepare for inevitable market uncertainties so they can go on the offense when opportunities present themselves, says Dan Ivascyn, managing director at Pimco.
Latest news & opinion
Wirehouse, after losing 400 brokers in first quarter, is bucking trend among rivals who have said they are going to cut back on spending big bucks recruiting veteran advisers
Insurers are introducing fixed-rate deferred annuities with income guarantees to circumvent BICE.
With executive orders, bureaucratic actions and unprecedented use of an obscure statute, the administration has killed or postponed dozens of regulations.
Mutual fund sales will be limited to T shares, while municipal bonds, preferred stock and international debt will be prohibited.
Cash, alternatives, international all beckon, but all have pros and cons.