Wealth Management Morning Memo

DECEMBER 3, 2018

RETIREMENT PLANNING

The 10 Most and Least Tax-Friendly States for Retirees

Diana Britton

Where retirees live can greatly effect their tax bill.

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ESTATE PLANNING

The Delaware Tax Trap Explained

Al W. King III

What it is and why your clients may actually want to spring it.

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RETIREMENT PLANNING

Driving Engagement and Opposing Forces

Ed McCarthy

Reconciling the shift toward automation with the goal of increasing engagement.

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The Daily Brief

FIXED INCOME

Advisors Call the End to the Bull Market in Bonds

Diana Britton

Many advisors look to other sources, besides bonds, for generating income, such as dividend-paying equities, equity income mutual funds and annuities, a new survey found.

TECHNOLOGY

A Big Step for Public Blockchain

WealthManagement.com Staff

Public blockchains offer greater security and liquidity than private systems, but require a critical mass of users.

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