Wealth Think

Recognizing the elephant — and donkey — in the room can lead to a broader conversation about long-term investing

The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.

Today's near-3% rate is pretty extraordinary. If you don’t have a professional loan advisor in your network, now is the time to get one, writes our columnist.

After 30 years in the wirehouse world, we found an unlooked-for opportunity for our practice amid devastation.

Advisors who missed the “first-mover advantage” a decade ago could be in the catbird seat as all the rules change.

Opening up about your personal circumstances forms a bond that can only benefit your planning practice.

This year’s survey results reveal challenges for independent broker-dealers and their future growth.

Some say conversations about race have no place in the workplace. We disagree.

The extension also applies to Americans living abroad who would otherwise generally have had a filing deadline of June 15.

Leveraging big data, machine learning and artificial intelligence will extend stock selection beyond its current capabilities, according to Procure Holdings President Bob Tull.