Model Portfolios Portend the End of 'Traditional' Financial Advice

Published on August 5, 2025

Clients paying full advisory fees expect more than model licensing.

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The S&P 500, Dow and Nasdaq Since 2000 Highs as of July 2025

August 5, 2025
Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the July 2025 close.

Why Some Wealthy Clients Should Claim Social Security Early

August 5, 2025
Ash Ahluwalia has helped many wealthy couples optimize, not maximize, their benefit claiming decisions — and the distinction matters.      Related StoriesBeware — New Reporting Rules Affect Gig Work, Contractor PaymentsFidelity Increases Post-Retirement Health Cost Estimate 4.5%Tax and Investing Pitfalls Greet Americans Who Move to Europe