In Search of the Best Financial Planning Software: A Road Block
I really like Thomson Reuter’s portfolio management platform, but if an agreement can’t be reached with my custodian, TradePMR, I’ll have some decisions to make.
Under the Hood: What You Should Know About the YCharts Tool
YCharts is one of the most impressive applications for research and analysis I've seen in over 25 years as an advisor.
Under the Hood: What You Need to Know About Sequence of Returns in Retirement
The order of a portfolio’s returns is just as important, if not more so, than the amount of those returns, especially in retirement.
Under the Hood: What You Need to Know About HARP Mortgages
The government program to help homeowners who have ‘under-water’ mortgages is still running, and many people remain eligible.
In Search of the Best Financial Planning Software: Integration
As I near my decision on which financial planning software to choose, a last-minute integration issue arises.
In Search of the Best Financial Planning Software: My Choice
As my practice has grown so has my need for a better financial planning tool. I think I've got one, if a few details can be ironed out.
Under the Hood: How Much Life Insurance Should You Buy?
Most methods of determining how much, and what type, of life insurance a client needs are imperfect. Here's how I do it.
Under the Hood: Life Expectancy and Financial Planning
To make an adequate financial plan, you must assume a certain life expectancy for the client. Here's how to get started.
In Search of the Best Financial Planning Software: NaviPlan
After a two-hour demo of NaviPlan, my decision on which financial planning software to adopt has gotten more difficult.
My Advisor Technology Integration Plans for 2015
The larger an advisory practice becomes, the more important it is to integrate technology. Here's how I hope to progress next year.