Updated Sunday, December 21, 2014 as of 9:02 PM ET

Portfolio

John Jacobs, executive vice president of global information services at Nasdaq and pioneer of the QQQ ETF, reflects on the growth of the ETF industry and shares his predictions on upcoming trends.  read more »
Seniors should discuss their plans with their partners and designate a family member to manage their bills if necessary; Plus, clients should put their bonus in a retirement account.  read more »
With a wider gap in tax rates, moving reported income among family members could have a big payoff. Advisors should consider a few if these strategies.  read more »
The increasing Asian, Hispanic and other minority groups will have an impact on the development of products, services and training; Plus, more than half of American households may not maintain standard of living in retirement.  read more »
A financial advisor helped doctors who were facing increases in their health insurance premiums by better visualizing their full options; Plus, means testing and a higher retirement age are possible fixes for Social Security.  read more »
A financial advisor helped doctors who were facing increases in their health insurance premiums by better visualizing their full options; Plus, means testing and a higher retirement age are possible fixes for Social Security.  read more »
The December Issue is now online!


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