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.
Why You Still Shouldn’t Gamble on Gift and Estate Taxes
Almost every advisor seems to be pushing their clients to give away all their assets to heirs this year. But is that really a wise move? Consider these six issues.
Truth Talking on Taxes: Don’t Believe Everything You Hear
Our politicians and press distort the facts on what the ‘wealthy’ actually pay in taxes, but the truth can set you free.
What’s Different About the Wealthy? They’re Patient
Many people think wealthy investors have a silver bullet to “get rich quick,” but most wealthy individuals have endured tough times through extreme patience and emotional control
Fiduciary in Fact or Just Appearance?
Lessons that can be learned from the CPA’s standard to “maintain independence (in fact and appearance).
Building a Personalized Disaster Plan for Clients: Pt. 3—Create a Trusted Relationship Group
In the third blog in our series, how to build a trusted group of professionals who can help after a disaster, and five simple, achievable steps to build a personalized disaster plan.
Building a Personalized Disaster Plan for Clients: Pt. 2—The 4 Big Post-Disaster Dangers
When it comes to a disaster plan, make sure clients first create a disaster supply kit, and then prepare to address identity theft, insurance claims and a death in the family.
Building a Personalized Disaster Plan for Clients—Pt. 1: The Documents
In the midst of natural disasters, a reminder to advisors on which documents your clients should safeguard to ease the post-disaster recovery process.