Medicare Has Problems With Seeing Race and Ethnicity: Inspector General's Office
What You Need to Know The race and ethnicity information in the Medicare enrollment database comes from the Social Security...
life insurance
These Investments Could Help Clients Rest Easier: J.P. Morgan Strategists
Even with the elevated uncertainty in the financial markets, valuations should be structurally higher today than they were 20 years...
Tech Leads Market Gains as Traders Dissect Fed Remarks
What You Need to Know Markets are rounding off a week buffeted by interest-rate increases, including the Federal Reserve’s biggest...
New Bill Would Allow Rollovers From 529 Plans to Roth IRAs
What You Need to Know The College Savings Recovery Act would allow rollovers of unused education savings without a tax...
Morningstar Rolls Out New Research Platform: Tech Roundup
What You Need to Know Morningstar has replaced Morningstar Premium with Morningstar Investor, an enhanced investment research tool for investors....
Larry Swedroe: The Best Investments for the New Market Reality
Clients urgently need to face reality: Expected returns aren’t what they used to be, so investors “have to get exposure...
From Wordle to the Metaverse, Apps Get Less Addictive
How did Facebook become a business worth $1 trillion at one point last year? Not just by fulfilling its mission of “connecting people,”...
The Great Wealth Transfer
What You Need to Know Millennials are turning 26 to 41 this year. They may not have settled down and...
Multi-Asset Strategist Manager of 2022: SSI Investment Management
“The fixed income portion of SSI’s Flexible Allocation Portfolios outperformed the benchmark and generated positive returns in 2021. SSI’s active...
Liquid Alternatives Manager of 2022: Capital Wealth Planning
Liquid Alts covers a lot of territory, but for Capital Wealth Planning, which won the category in the 2022 Envestnet/Investment...
