What a Long, Strange Trip
An old Grateful Dead song provides an appropriate synopsis of the market environment in which U.S. investors find themselves today.
What Happens in Washington Matters to Markets
Whether the government pursues health care reform or economic growth first has major implications for investors.
Brace Your Baby Boomer Clients
They’d better be prepared to think hard about assets they can liquidate.
More Obamacare Insurers Are Heading for the Exits
The author objects to the idea of tying insurer's Medicaid contract eligibility to exchange plan participation.
Why NAIFA Needs to Update Its Bylaws
The leaders of the advisor group explain the thinking behind a package of proposed changes.
Even Reagan Couldn’t Kill This Tax Deduction
Trump wants to kill a tax break that mostly helps blue states, but he'll face opponents on all sides.
Pump the Brakes: Why You Should Wait to Build a Billion-Dollar Firm
Today, $1 billion in AUM is the new $100 million.
3 Things to Avoid in Salary Surveys
Structuring the compensation strategy for your financial planning firm is one of the most vital areas for firm owners to address to sustain a successful growing firm year after year.
Individual Disability Insurance Can Help Family Caregivers
A common, but under-used, protection product may be able to do more than you think.
Bitcoin's 'Hard Fork' Is Good for Progress
The community supporting bitcoin has long tried to avoid a so-called "hard fork" splitting the currency in two. On Tuesday, it happened anyhow.