Time to Follow Bill Gross Into Unconstrained Bond Funds?
A strong case can be made for such flexible funds, but before you leap, consider three key issues.
Coaches Corner: 5 Steps to Creating Systems for Your Practice
Want to build a more effective team and a more scalable business? Follow these steps in creating a system.
3 Reasons to Wait Until Retirement for a Roth IRA Conversion
Generally, converting to a Roth IRA at a young age allows more time for tax-free growth. But there may be other factors at play for your client.
Should the FPA Get Behind the CFP Board, or Go It Alone?
The FPA appears to be at a crossroads in its history, having to decide between two paths for its future.
Helping Retirees Dodge the Medicare Income-Based Surcharge
You can alter a client’s investments to generate income that is excluded from Medicare’s income calculation, but the time to plan is now.
Can Financial Planning Be Profitable?
Here’s how I make sure I’m at least covering my costs, and my time, in creating a new plan.
A 5-Step Process to Utilize Your Existing Technology: Adoption & Summary
Buy-in and adoption of both new and existing technologies starts from the top and radiates from there.
6 Steps to Using Social Media to Build Your Advisory Business
Being trusted, engaging and responsive on social media outlets are keys to success when communicating online.
SEC Wants Exchange-Traded Funds to Be Easy to Trade
An efficient-markets-fundamentalism model of the SEC is actually pretty good for predicting what the SEC will do. Except about insider trading, I guess.
Have the CFP Board’s Recent Punishments Fit the Crimes?
First, do no harm. Was harm done in the cases of Ron Rhoades, “fee-only” wirehouse brokers and the Camardas?