Showing Your Value to Clients With Your Planning Software
If you're used to working with Windows, you can be more efficient using eMoney to organize client files and give them access to their data.
Forging My Way Toward True Technology Integration
Here's how I'm getting the disparate parts of the technology I use in my practice to work and play well together.
Under the Hood: Understanding Volatility and the VIX, Pt. 1
Asked and answered: Why investors should watch volatility, what exactly is the VIX and is it really predictive of future stock market movements.
Under the Hood: Stock Market Valuation, Pt. 2—Shiller and Tobin
Concluding our discussion of stock market valuation tools, we look at Robert Shiller’s CAPE and James Tobin’s Q Ratio.
Under the Hood: Stock Market Valuation, Pt. 1: Buffett’s Choice
To begin our look at the most popular stock market valuation tools, we consider Warren Buffett’s favorite.
Why You Must Invest in Good Technology
Going independent was my first step to success, but without integrated technology, I wouldn't be able to grow.
Why I’m Happy With eMoney
With clear, concise help from a dedicated trainer, I'm hooked—and I just found out about Touchpoint.
Under the Hood: The Race Between ETFs and Mutual Funds
As exchange-traded products grow in popularity, some believe they will one day dominate mutual funds.
Helping Your Working Clients Increase Their Take-Home Pay
Here's a simple way to show clients how you add value: increasing their net pay.
Understanding Bond Swaps and Their Tax Benefits
In a tax swap, you sell the bond and use the proceeds to buy another bond. The capital loss can then offset other capital gains.