RMDs From Client IRAs: An Unconventional ESA Funding Tool
Required minimum distributions can seem like a burden to some clients by increasing their tax liability. One solution: funneling RMDs into an education savings account.
Using Kwanti’s Portfolio Lab Software With Clients
You may not have heard of Kwanti, but it has a great portfolio analytics tool that’s worth your consideration.
Ritholtz: The World Is Ending? Invest as If It Won’t
Upon learning that the apocalypse is nigh, the proper trade is to go long, not short.
Do We Really Want to Separate Financial Planning From Asset Management?
We need a reality check here. I think we can safely say that nobody — but nobody — is “selling” financial planning without asset management.
Do Your Client Reports Need a Makeover?
First impressions matter when it comes to client communications. Fortunately, incorporating thoughtful design into your client reports and other materials isn’t difficult.
Senior Housing: A Way to Profit From a Major Demographic Movement
As 12,000 Americans retire every day, the growing senior population will need somewhere to live. Here's what to consider when investing in senior housing.
Why Commodities Are Back in the 1990s
We shouldn't underestimate the impact of a slowing China on commodity prices.
Year-End Tax Moves You Should Start Planning Now
Fall is in the air. This is a good time to assess your clients’ income taxes from their taxable investments.
Hurting the Rich Won’t Help the Poor
We shouldn’t delude ourselves into thinking that making the rich less rich does a lot for the poor in the absence of better government.
Maximizing Retirement Benefits of Spousal IRAs for Non-Working Spouses
Retirement income planning for non-working client spouses can be more involved, but done right, a spousal IRA benefits both spouses.