We Believe What We Like to Believe

By Kerry Pechter
In another of our occasional Research Roundups, we survey papers that explore how we like to fool ourselves, how debt keeps women working, why it's better to grow up during an economic boom, and other complex phenomena.

One Step Ahead of a Rolling Boulder

By Kerry Pechter
In Colorado Springs this week, members of the Insured Retirement Institute met to discuss the impact of the DOL fiduciary rule. 'It's not all doom and gloom,' said one industry observer, who expects demand for retirement income planning, and planning products, to emerge.

Could You Be Sued Under the New DOL Rule?

By Kerry Pechter
'If you’re trying to get things right, our aim is to help you, and that will be true for some time after December 2017,' said attorney Tim Hauser of the Labor Department regarding enforcement of the DOL's fiduciary rule. Illustration by Stephen Younts.

Guiding Clients Through the Medicare Maze

By Kerry Pechter
Medicare counseling can be an excellent marketing tool for advisors, especially those who are positioning themselves as retirement specialists. Just ask Ash Toumayants of State College, Pa.
Featured

Two Definitions of ‘Best Interest’

By Kerry Pechter
The gap between what advisors can deliver and what clients feel that the DOL rule promises them is exactly where the plaintiff’s attorneys may focus their litigation efforts.

Student Debt Weighs on All of Us

By Eugene Steuerle
'If this debt policy additionally discourages risk taking and marriage after education, then all this debt may even reduce investment over time in education, businesses, and homes combined,' writes our guest author, an Urban Institute scholar.
News

Could You Be Sued Under the New DOL Rule?

By Kerry Pechter
'If you’re trying to get things right, our aim is to help you, and that will be true for some time after December 2017,' said attorney Tim Hauser of the Labor Department regarding enforcement of the DOL's fiduciary rule. Illustration by Stephen Younts.