11 Steps to Successful Time Management for Solo Practitioners
If you’re an advisor working by yourself, organization is critical to building and sustaining your practice. Here's how I do it.
Under the Hood: Planning Opportunities From a Client’s 1040, Pt. 3: Retirement Deductions
Concluding our discussion on how looking at clients’ tax returns provides value, we look at more deductions from gross income, including IRA and other retirement plans.
Under the Hood: Planning Opportunities on a Client’s 1040, Pt. 2: Deductions
Continuing to look at opportunities from client tax returns, we look at available deductions from clients’ gross income on their 1040s, including health savings accounts.
Under the Hood: Planning Opportunities on a Client's 1040, Pt. 1: Income
Viewing clients’ tax returns and suggesting appropriate changes provides value to clients while showcasing your value. Begin with the income lines on their 1040s.
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.