Maximizing Health Savings: HSA or FSA?
As out-of-pocket health-related expenses rise, finding a tax-preferred method for funding those expenses has become critical. So, health savings accounts or flexible spending accounts? Or both?
How to Explain China’s Stock Market Crash to Your Clients
The crash in the Chinese stock market is very serious, but the likelihood of it spreading to U.S. equity markets is low.
So Far, I'm a Happy Customer of Redtail
Due to my initial experience with my new CRM provider, Redtail, I'm one happy customer, but you should do a cost-benefit analysis before deciding.
Cheap Money Is Here to Stay
With commodity prices sliding, China slowing and governments reluctant to adopt bold reforms, jittery markets are demanding ever-bigger gestures from central banks.
A Pension Fund Comes to Its Senses
San Diego County's pension board has fired its outside pension-fund manager, Salient Partners, for its high leverage and costs and poor performance. There's a lesson here.
Compliance Data Analytics: Do as Regulators Say AND as They Do
Financial services firms should follow the lead of the SEC and FINRA and use more sophisticated technology tools to improve their compliance programs.
4 Ways to Strengthen BICE in DOL’s Fiduciary Rule
The Labor Department’s proposed rule is historic and can be improved by industry suggestions, as long that input doesn’t weaken the rule.
Energy Part 2: ETFs and Mutual Funds
In today’s challenging markets, many investors are turning to sector investing. The energy sector may be a good place to begin for two reasons.
Sophisticated Cars, Sophisticated Risks
Automobiles are more high tech than ever, but they also usher in new financial risks for their owners.
Clients Are Financially Savvy, and Other Myths
Reminders on why charging fees based on assets under management is by far the most client-centered form of advisor compensation.