Advisor Perspectives’ Top 5 Articles Examine Big Topics
April saw a variety of articles published on Advisor Perspectives catch reader eyes, and the main thing they all had in common was the fact that they address core questions with which advisors and their client must contend.
The CIO of Round Table Investment Nathan Dutzmann’s article, “Breakeven Real Rates for Delayed Social Security Claiming,” claimed the top spot and clearly struck a chord with readers. Much criteria must be examined before making the decision of when to claim, and this article offered some added clarity.
“Analyzing the Analysis: How Do AI Portfolio Recommendations Hold Up?” by WealthLogic founder Allan Roth explored another topic on perhaps everyone in the financial industry’s mind. It falls into the No. 2 position. In it, Roth used Anthropic’s Claude to advise him on the next moves to make with a theoretical portfolio — to mixed results.
As younger generations face growing financial challenges, Rick Kahler of Kahler Financial addressed the topic of how much parents should help their children in “When Financial Help for Adult Children Harms Both Generations.” The third-most-read article in April reminded parents that putting their own retirement finances in jeopardy could come back to bite them, and may actually hold their grown children back.
Michael Lebowitz of RIA Advisors wrote the fourth-ranked article in April, “Will Private Credit Cause the Next GFC?” With private equity finding its way into more retail investor portfolios, the piece explored the present-day risks around that asset class.
The fifth most-read article for April was “Tax Planning Isn’t Enough: Where Advisors Are Still Falling Short,” by Joe Halpern of Obsidian CIO. It considered how clients can miss out when advisors don’t take tax costs into account and help mitigate them.
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