Meet the financial advisor ranked No. 1 two years in a row by CNBC
For two years in a row, Salem Investment Counselors has come in No. 1 on CNBC's list of the top 100 financial advisors. CNBC spoke with ...
October 2020
4 ways wealthy families are trying to head off heftier estate taxes under a Biden administration
The last thing you should do is give away millions of dollars a week before the election. However, that doesn't mean you should just sit...
Prestige IFA Jobs
28 Oct, 2020
Op-ed: Investors need to know exactly what being a ‘fiduciary’ advisor means
The most important factor when choosing a financial advisor is that they be a fiduciary. A fiduciary has a legal duty to act in a client...
Prestige IFA Jobs
28 Oct, 2020
Op-ed: This legislation will create a retirement recovery plan for millions of Americans
New comprehensive, bipartisan legislation to improve employer-provided retirement plans for workers by enhancing access and features is on t...
Prestige IFA Jobs
27 Oct, 2020
This myth debunked: You don’t have to be wealthy to hire a financial advisor
More advisors are getting creative with their fees so they can offer their services to people who otherwise couldn't afford it. by Dani...
Prestige IFA Jobs
27 Oct, 2020
Here are the new income tax brackets for 2021
The IRS has released its inflation adjustments for the standard deduction next year, as well as the marginal income tax brackets. Here's...
Prestige IFA Jobs
26 Oct, 2020
These 3 tax moves will help you save, regardless of who wins the election
The election may be on everyone's minds, but don't let the politics take your focus off of key moves that can trim your 2020 tax bil...
Prestige IFA Jobs
26 Oct, 2020
Higher taxes could be around the corner. How the wealthy might prepare
It's still uncertain how the presidential election will shake out. However, if Democrats sweep Congress and the White House, an overhaul...
Prestige IFA Jobs
26 Oct, 2020
Op-ed: Lack of pre-existing condition protection could financially cripple many Americans
If you have workplace health insurance, you might not think the political debate around protections for those with pre-existing medical cond...
Prestige IFA Jobs
26 Oct, 2020
Trump says he 'prepaid' his taxes. So do millions of other Americans. Here's what that may mean
During the final debate on Thursday, President Donald Trump said that he prepaid millions of dollars in taxes. Experts think he meant quarte...
Prestige IFA Jobs
23 Oct, 2020
Feeling altruistic? This tax strategy can keep Medicare premiums in check
There's no denying the feel-good effect of donating to charity. But some giving strategies are more tax-savvy than others. This tactic a...
Prestige IFA Jobs
23 Oct, 2020
Here are tips from financial advisors for getting your Medicare coverage right
Under Medicare, which you are eligible for at age 65, it can be challenging in some circumstances to change plans and costly if you get your...
Prestige IFA Jobs
23 Oct, 2020
1
How to snare more income from your investments in a time of low Treasury yields
With yields near zero on the historical benchmark for safe income — U.S. Treasurys — investors may need to add some risk to the income porti...
Prestige IFA Jobs
22 Oct, 2020
Pulled money from a 401(k) plan for an emergency? What it means for your taxes
The CARES Act gave savers friendlier terms in the event they tap a last-resort pot of cash: a withdrawal of up to $100,000 from a retirement...
Prestige IFA Jobs
22 Oct, 2020
Here's how to handle an unexpected windfall of money
Depending on the assets you're inheriting, you may need to take steps to ensure you avoid unexpected taxes or expenses. by Daniel at ht...
Prestige IFA Jobs
22 Oct, 2020
Will my Social Security be enough? How financial advisors can prepare clients for what's coming in retirement
Headlines about Social Security may prompt fears that it won't be there for retirees when they need it. Here's how advisors can demy...
Prestige IFA Jobs
21 Oct, 2020
How to invest ahead of the 2020 election, according to top advisors
Infrastructure, renewable energy and technology stocks will be among the big winners with a potential Biden win. On the flipside, defense an...
Prestige IFA Jobs
21 Oct, 2020
Thinking about tapping your 401(k) due to Covid? Here's what you need to know
The CARES Act made it much easier for Americans to draw down their retirement accounts through coronavirus-related distributions or loans. H...
Prestige IFA Jobs
21 Oct, 2020
Don’t call it a fad. Ethical investing is here to stay
With billions of dollars pouring into ESG investments — a strategy that weighs a company's environmental, social and governance factors ...
Prestige IFA Jobs
21 Oct, 2020
Mario Gabelli sees 'extraordinarily good' U.S. economic growth in 2021
Investor Mario Gabelli struck a positive note on Tuesday on the U.S. economy even as coronavirus cases in the country are on the rise. by D...
Prestige IFA Jobs
20 Oct, 2020
Why embracing diversity, equity and inclusion matters to financial advisor firms
As more Americans push for diversity, equality and inclusion in the world around them, financial advisors are finding ways to adapt. by Dan...
Prestige IFA Jobs
20 Oct, 2020
SEC Chairman Clayton says mom and pop investors should shy away from these investments
Flavor-of-the-month types of investments make SEC chairman Jay Clayton nervous, he said at a CNBC event Tuesday. by Daniel at http://www.if...
Prestige IFA Jobs
20 Oct, 2020
Op-ed: Here are year-end planning tips for employees getting equity compensation
If you're an employee who receives equity compensation, you can't ignore the importance of year-end financial planning to get the mo...
Prestige IFA Jobs
19 Oct, 2020
Here’s some advice financial advisors offer to new parents
A middle-class couple can expect to spend more than $230,000 to raise a child, and that doesn't even include college costs. More advisor...
Prestige IFA Jobs
16 Oct, 2020
How workplace benefits might reflect the new reality of Covid-19
The coronavirus pandemic has forced employers to take a hard look at the workplace benefits they're offering. Here's how that benefi...
Prestige IFA Jobs
13 Oct, 2020
2020 may tempt people to throw out their long-term plans. Here's how advisors can keep them on track
Planning for long-term goals can feel harder this year. There's a real reason for that, due to how prolonged stress from the coronavirus...
Prestige IFA Jobs
8 Oct, 2020
These 4 states are voting to legalize and tax marijuana sales
This fall, four states are asking voters to decide on the legalization and taxation of recreational pot. Here's what you should know abo...
Prestige IFA Jobs
7 Oct, 2020
Stock market is ‘OK,’ right now, says top advisor on CNBC's FA 100 list
Stocks prices are neither cheap nor pricy given prevailing interest rates and other factors like federal stimulus money, according to the pr...
Prestige IFA Jobs
6 Oct, 2020
FA 100: CNBC ranks the top-rated financial advisory firms of 2020
Finding the right financial advisor to help with your financial needs and goals can be complicated. The CNBC FA 100 celebrates those advisor...
Prestige IFA Jobs
6 Oct, 2020
Financial advisor industry, overwhelmingly white and male, seeks to overcome lack of diversity
The financial advisory industry is overwhelming white and male. CNBC spoke with Financial Planning Association President Martin Seay about e...
Prestige IFA Jobs
6 Oct, 2020
Advisors use technology to handle challenge in helping clients adjust to the new environment
Advisory firms have had to find ways to be able to adapt through the use of virtual technologies to keep their meetings going with clients. ...
Prestige IFA Jobs
6 Oct, 2020
Advisors adapt to 'new normal' as pandemic has changed how firms connect with clients
As disruptive and unsettling as the coronavirus pandemic has been for the U.S. economy, financial markets and virtually every American famil...
Prestige IFA Jobs
6 Oct, 2020
Financial advisors predict a Biden win and more market volatility ahead: CNBC FA 100 survey
In a poll of top-rated advisory firms, there is a near-even split on the election outcome and the market's reaction. However, most see v...
Prestige IFA Jobs
6 Oct, 2020
What to watch out for when making purchases with retail credit cards
Your favorite store's credit card may sound like a great deal. But read the fine print, as you may find high interest rates and deferred...
Prestige IFA Jobs
5 Oct, 2020
With so many people living longer, advisors help to make sure the fear of outliving money doesn’t become a reality
Financial advisors are adjusting t their practices to the fact that their clients could be around for a long time. That includes finding way...
Prestige IFA Jobs
1 Oct, 2020