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
The last thing we should do is 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.
Successfully Managing an Advisory Firm’s 6 Growth Barriers
Think you’re unique? Sorry, not so much. All advisory firms face the same growth barriers at the same time. The solutions are the same, too.
Why SEC Is Cracking Down on 12b-1 Fees and ‘Distribution-in-Guise’
Once again, the SEC provides "guidance" to advisors in the form of an enforcement action, this time a $40 million judgment against First Eagle.
A Strategy for the Markets' Malaise: Searching for Alpha for October 2015
The markets are terrible, I know. But there are signs that the current maelstrom won’t last forever.
How Financial Advisors Can Avoid Blowing Client Meetings
Preparation for client meetings is one of an advisor's most crucial tasks, but it's often laden with frustration and inefficiency.