27 Insecurity About Social Security Rising If advisors don’ t know the benefit details and differences, how will clients? By Jennifer Lea Reed
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36 A New Era For Global Equities? Has a major rotation away from U. S. dominance begun? By Larry Swedroe
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44 RMD Strategies For A Down Market Falling stock prices present both challenges and opportunities for cash-strapped retirees. By Ben Mattlin
47 Understanding Long-Term-Care Risks It’ s hard to perceive the risks that you’ ll need help in your later years. By Larry Swedroe
49 Alzheimer’ s: The Nightmare Advisors Can’ t Avoid If your advisory client gets this diagnosis, you could play a bigger role than you know. By Eric Rasmussen
53
60 Is Your Firm Becoming Newark Airport? Both airports and advisories can be too centralized. By Jud Mackrill
41 Cashing In On The Gold Rush The Allspring Precious Metals Fund hit pay dirt during gold’ s recent rally. By Jeff Schlegel
Business Management
WOMEN IN PLANNING
27 Insecurity About Social Security Rising If advisors don’ t know the benefit details and differences, how will clients? By Jennifer Lea Reed
29
Preparing For A Wealth And Power Shift To Women Women are taking control of more wealth, and it helps advisors to understand their experience and motivations. By Tracey Longo
Wealth Management
INVESTING
36 A New Era For Global Equities? Has a major rotation away from U. S. dominance begun? By Larry Swedroe
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Trump’ s Dubious Plan To Weaken The Dollar The plan is based on a deeply flawed understanding of the relationship between the dollar’ s global status and U. S. deindustrialization. By Kenneth Rogoff
29
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RETIREMENT PLANNING
44 RMD Strategies For A Down Market Falling stock prices present both challenges and opportunities for cash-strapped retirees. By Ben Mattlin
INSURANCE
47 Understanding Long-Term-Care Risks It’ s hard to perceive the risks that you’ ll need help in your later years. By Larry Swedroe
ESTATE PLANNING
49 Alzheimer’ s: The Nightmare Advisors Can’ t Avoid If your advisory client gets this diagnosis, you could play a bigger role than you know. By Eric Rasmussen
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Rethinking Bequests And Equal Giving Do families always want to divide their gifts to children equally? By Matthew Erskine
PARTING SHOT
60 Is Your Firm Becoming Newark Airport? Both airports and advisories can be too centralized. By Jud Mackrill
PORTFOLIO SPOTLIGHT
41 Cashing In On The Gold Rush The Allspring Precious Metals Fund hit pay dirt during gold’ s recent rally. By Jeff Schlegel
53
I & WI ®, CFP ® and CFFP ® CE credit exams are on page 56.
CE exams are online at fa-mag. com / ce _ center
2 | FINANCIAL ADVISOR MAGAZINE | JUNE 2025 WWW. FA-MAG. COM