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.
A Toll Road as Metaphor for the Fiscal Cliff
As the country drives toward the fiscal cliff, a metaphor on taxes and capitalism.
Candy Economics at Halloween and Our Tax System
Should our tax system ration out tax-avoidance 'candy' to some while taking that candy from others?
An Advisor (and Client) Wish List for the Next President
Is it too much to ask for some simplicity, common sense and logic from our Commander-in-Chief?
Playing to Win Still Matters in Football, the Markets and the Economy
Lessons our leaders can learn from the Alabama Crimson Tide: a hand up, not a hand out.
Financial Freedom Is Not Free
As our country approaches the fiscal cliff, can we afford to have the financially responsible segment of our society pay for the other 50% of our society?
The 6 Elements of Portfolio Construction
As Warren Buffet once said, “Risk comes from not knowing what you’re doing.” Here are six topics for educating your clients.
Creating Wealth Isn’t Quick or Easy. So Why Do So Many Think Otherwise?
An important part of our job as advisors is to separate fact from fiction for our clients; a (market) picture can be worth a million words.