26 When Retirement Comes At You Fast A couple had just days to make decisions that would alter the rest of their lives . By Karen DeMasters
45 Riding The Curve In Fixed Income The Allspring Core Plus Bond Fund is positioned to take advantage of the changing interest rate environment . By Jeff Schlegel
28 Helping Kids Break The Cycle of Poverty This is what I learned about generational poverty as a respite foster caregiver . By Susan Theder
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43 Don ’ t Count On A Soft Landing For The Global Economy China could be facing a “ lost decade ,” while Europe and the United States confront their own economic challenges . By Kenneth Rogoff
48 Helping Clients Navigate Income Tax Bracket Changes Here are some best practices to help wealthy clients adjust to changes . By Steve Wittenberg
49 Funding College and Retirement Together Just Got Easier It ’ s a painful choice : to save either for college or retirement . But new saving rules make it easier to do both at the same time . By Jennifer Lea Reed
51 Why Annuity Sales Are Booming The macroeconomic data tells only part of the story . By Ben Mattlin
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60 Artificial Intelligence Vs . Human Stupidity There is much hope — and hype — about what AI could do for productivity and economic growth in the future . By Nouriel Roubini
Business Management
HOW I SOLVED IT
26 When Retirement Comes At You Fast A couple had just days to make decisions that would alter the rest of their lives . By Karen DeMasters
PORTFOLIO SPOTLIGHT
45 Riding The Curve In Fixed Income The Allspring Core Plus Bond Fund is positioned to take advantage of the changing interest rate environment . By Jeff Schlegel
CLIENT RELATIONS
28 Helping Kids Break The Cycle of Poverty This is what I learned about generational poverty as a respite foster caregiver . By Susan Theder
WOMEN IN PLANNING
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Why Are More Women Clients Than Ever Firing Advisors ? And how do you make sure you ’ re not on the chopping block ? By Tracey Longo
Caregivers : The Problems Hidden In Plain Sight Your clients ’ plans are only as solid as the least prepared person in their circle . By Suzanne Schmitt
Women Are Changing The Face Of Advisory Firms These women have helped break through the glass ceiling in the industry . By Stacey McKinnon
Wealth Management
INVESTING
43 Don ’ t Count On A Soft Landing For The Global Economy China could be facing a “ lost decade ,” while Europe and the United States confront their own economic challenges . By Kenneth Rogoff
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TAX PLANNING
48 Helping Clients Navigate Income Tax Bracket Changes Here are some best practices to help wealthy clients adjust to changes . By Steve Wittenberg
COLLEGE PLANNING
49 Funding College and Retirement Together Just Got Easier It ’ s a painful choice : to save either for college or retirement . But new saving rules make it easier to do both at the same time . By Jennifer Lea Reed
RETIREMENT PLANNING
51 Why Annuity Sales Are Booming The macroeconomic data tells only part of the story . By Ben Mattlin
2 | FINANCIAL ADVISOR MAGAZINE | MARCH 2024 WWW . FA-MAG . COM
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Preparing For Higher RMDs This Year A good year in the markets also means higher required distributions from retirement accounts . By Ben Mattlin
PARTING SHOT
60 Artificial Intelligence Vs . Human Stupidity There is much hope — and hype — about what AI could do for productivity and economic growth in the future . By Nouriel Roubini