You Can’t Afford Low-Quality Health Care
Sometimes, going with the lowest bidder really isn't worth it.
Having difficult conversations, in a constructive way, can help your practice
A Bipartisan HSA Plan
Maybe health accounts can still ride to the rescue.
Tech Planning Timeline for Your Breakaway RIA
Choosing the wrong technology is disastrous for a new firm and costly to fix, so get it right the first time.
Cyberattacks Are Underreported. Is Your Firm Ready?
The risk of cyberattack is underestimated because many breaches are handled privately. If you're not protected, the costs can be ruinous.
Big Banks Continue Winning Streak, With Street at Least
U.S. banks reporting earnings Friday lengthened their streak of surpassing or matching expectations which, to be fair, are managed by bank executives.
Is the Fiduciary Standard Really a Political Issue?
I don’t see anything particularly “liberal” about the notion that all professionals should be required to provide advice in the best interest of their clients.
An Unconventional Approach to Asset Location
A traditional asset location strategy is to put stocks in a taxable account and bonds in an IRA. But this isn't always the best advice.
How Would a Bipartisan Health Bill Be Possible?
Maybe stabilizing the Obamacare system, for now, isn't such a bad option after all.
The Hunt for Yield: Tackling Misconceptions of PE Real Estate
Private equity real estate is not for every client, but it can be a recession-resilient investment aimed at lowering risks and increasing returns.