3 Logical Insights Into the Notion of ‘Guaranteed’ Annuities
As long as a broker can indirectly use the word “guaranteed” with potential investors, products will get sold. But what does it really mean?
4 Logical Questions on the Value to Clients of Indexed Annuities
The strongest weapon you can wield for, and on behalf of, your clients is to apply logic to investing issues. Case in point: indexed annuities.
The Retirement Planning Process Answers the Question 'Can I Retire?'
Retirement planning is a process of long-term preparation using short-term information. Here are the details of that process.
What I Wish Every Prospect Had Considered Before Asking ‘Can I Retire?’
In part one of a series, the issues that investors should address well before they seek your sometimes heart-wrenching answer to this question.
Why College Athletes Shouldn’t Get Paid
In order to analyze the question, we have to put the “true” financial benefit of an athlete’s full scholarship into real-world terms.
What Bubble Gum Can Teach Us About Bond Bubbles
Like it or not, the bond bubble is coming. It’s just a matter of how big we’ll let the bubble become in our clients’ portfolios before it bursts.
Your Clients and Their Children: Solutions to Joint Bank Accounts
Here are three less risky, more efficient solutions to an aging parent's wish to make bank accounts into joint accounts with their children.
Your Clients and Their Children: The Problems With Joint Bank Accounts
Some of your older clients might want to make their bank accounts into joint accounts with their children. Understandable, but perhaps not wise.
Remind Clients of the Non-Market Returns You Provide: 7 Examples
Beyond the returns on their portfolios, chances are good that you’ve provided plenty of non-market returns for your clients. You may want to remind them of this value you provide; here are seven examples.
To Save Clients a Tax Audit, Consider $249.99 Charitable Gifts
As you and your clients prepare for tax season, you might want to discuss this charitable giving strategy with your clients.