5 Steps to Writing Better Investment Commentary With Less Pain
Creating a standardized process for your investment commentary can help you get a better reaction from clients while making the writing process easier.
Giving Women a Break
At close to 51 percent, women make up more than half of the U.S. population, yet a significantly smaller percentage works in the front lines...
For most advisors, it's a no-brainer to pick the fund with lower expenses, assuming the fund's style, market capitalization and other major factors are equal....
Financial planners counsel their clients on income, estate and gift taxes. But they often neglect residential property taxes. That may be a mistake. "[Property taxes...
Spring is here and with it, increased SEC regulation. All RIAs want to put their clients' interests first. If only compliance didn't cost advisors so...
A GOOD PROGNOSIS
HEALTH CARE FUNDS HAVEN'T BEEN WINNING ANY POPULARITY contests lately. Only $150 million flowed into the category in 2005, on the heels of a $1.45...