Tag: coronavirus

The Coronavirus Crash Tax Diversification Opportunity

Every cloud has a silver lining. One opportunity presented by the recent market volatility caused by the coronavirus pandemic is the chance to create greater tax diversification in retirement portfolios.

Some Comforting Lessons for Retirement Plan Investors

Data from leading retirement plan recordkeepers shows 401(k) and IRA accounts have seen smaller losses than many broad market indices, thanks in no small part to the efforts of plan sponsors and their advisers. Corporate pensions have also fared better than their public counterparts.

Adviser Industry Impact of COVID-19

The coronavirus has brought a cooling of the pace of M&A, questions about remote work and concerns about what a slowdown in growth could mean for those advisory firms that have been pushing hard for scale.

Changing Directions

When we planned this issue, we were prepared to cover the SECURE Act and its sweeping developments. Since then, we've changed course.

Student Debt in the Time of Coronavirus

Retirement-focused financial advisers generally aren’t as informed about student loan debt as they are about health and wellness, but now may be the perfect time to change that.