The Investment Think Tank: Theory, Strategy, and Practice For Advisers
Among the thought leaders contributing to the book are:
– Ross Levin, nationally known adviser and author of The Wealth Management Index, on monitoring success in helping clients reach their goals
– William Reichenstein, professor of finance, insurance, and real estate at Baylor University, on asset allocation
– Don Phillips, managing director of Morningstar, Inc., on constructing a portfolio of mutual funds
– Roger Ibbotson, founder and chairman of Ibbotson Associates and finance professor at Yale School of Management, on controlling risk in a retirement portfolio–and many more.
The biggest names, the biggest ideas in investment management, together in one book

Categories
Recent Insights
-
Redefining Retirement: How to Repurpose After a Successful Career
A recent report from the Financial Planning Association hit on something we see all the time: people can have their financial ducks in a row for retirement, but emotionally? They’re often miles behind. It makes sense. Leaving a long, successful career isn’t just about money; it shakes up your routine, your social life, and even…
-
The Growing Phenomenon of Grey Divorce: What Older Couples Should Know
While divorce rates have generally declined in recent decades, one demographic has bucked this trend: couples over the age of 50. Dubbed “grey divorce,” this growing phenomenon presents unique challenges that younger divorcees typically don’t face. As empty nests, changing social norms, and desires for personal fulfillment drive more long-term marriages apart, those involved must…
-
SECURE 2.0 Roth Catch-Up Rule: What High Earners Need to Know Before 2026
Beginning January 1, 2026, a key provision of the SECURE Act 2.0 will take effect that reshapes how retirement plan catch-up contributions are handled. Known as the SECURE 2.0 Roth catch-up rule, this change will require anyone age 50 or older who earned more than $145,000 in wages from their employer in the previous year…
-
The Backbone of Your RIA: Building a Best-in-Class Client Services Team
In a competitive wealth management landscape, your Client Services team can be your greatest differentiator. A thriving Registered Investment Advisory (RIA) firm isn’t just built on strong financial planning and investment strategies—it’s also built on an exceptional Client Services team. The Client Services department is the backbone of client relationships, ensuring that every interaction is…