September 08, 2015 | Runtime: 3:15
Married couples have the most options for claiming Social Security benefits. Here are some strategies they should consider based on their age and eligibility for benefits, according to InvestmentNews contributing editor Mary Beth Franklin.
September 08, 2015 | Runtime: 1:19
Getting couples to acknowledge that one spouse may live longer can be difficult. But by discussing longevity, advisers can help get clients prepared well before old age, according to Michael Liersch, head of behavioral finance at Merrill Lynch.
August 26, 2015 | Runtime: 1:51
Bob Rice, managing partner at Tangent Capital, explains why investors should take a long look at long/short funds as a potentially desirable investment given the market's recent volatility.
August 26, 2015 | Runtime: 2:02
Recent events in China are not in anyone's formula, including robo-advisers, according to Bob Rice, managing partner of Tangent Capital, which is good news for financial advisers.
August 18, 2015 | Runtime: 2:14
Both spouses can't simultaneously use the popular Social Security claiming strategies known as file and suspend and restricting claims for spousal benefits. InvestmentNews contributing editor Mary Beth Franklin explains why.
August 14, 2015 | Runtime: 1:22
HSAs are the most tax-preferred savings vehicle we have in the United States today, according to Goodcare.com President Katy Votava. Find out to coordinate the use of these accounts with Medicare coverage.
July 16, 2015 | Runtime: 1:28
Schwab Advisor Services' Jon Beatty highlights two big challenges the RIA industry will need to overcome to maintain its steady trajectory of growth.
July 16, 2015 | Runtime: 1:20
Jon Beatty, senior vice president of Schwab Advisor Services, says RIAs are currently operating from a position of strength and are poised to expand their reach to capture more and more clients.
July 15, 2015 | Runtime: 0:44
Nuveen Asset Management's Bob Doll says we're in a stock picker's market, and he identifies the kinds of stocks he thinks have the best chance to keep growing.
July 15, 2015 | Runtime: 0:39
Nuveen Asset Management's chief equity strategist says that despite cash being everywhere at the moment, he thinks investors are better served being fully invested.
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