Pay Attention, Ignore the Fed
There's a whole generation of traders who have never seen a rate increase, but normalization of interest rates can't get here soon enough for me.
Think FATCA Requirements Only Apply to Foreign Entities? Think Again
U.S. individuals and entities with foreign financial assets may be required to file Form 8938 with the IRS.
Court Rules There's No 180-Day Limit on SEC Investigations
An appellate court has agreed with the SEC’s self-serving interpretation that Dodd-Frank's 180-day Wells notice limit was not an enforceable limit at all.
Robo-Advisors: 3 Signs You’re at Risk; 3 Ways to Respond
The parallels between the dot-com craze and today’s robo-advisors are many. We debunk claims, list which advisors are vulnerable and remind you of your advantages.
Summer Is an Ideal Time for Strategic Planning
Summer is the ideal time for owner-advisors to start getting their firms, and themselves, ready to grow.
The Case for Charging Both AUM and Flat Fees
Rather than an either/or solution, Deborah Fox's "AUM plus fees for specific services" model provides value to clients while smoothing the advisory firm's revenue stream.
Ritholtz: Stop Thinking About the Market as if It Were Human
The language we use to describe market moves changes both our expectations and our behavior.
Maximizing Health Savings: HSA or FSA?
As out-of-pocket health-related expenses rise, finding a tax-preferred funding method has become critical. So, health savings accounts or flexible spending accounts? Or both?
How to Explain China’s Stock Market Crash to Your Clients
The crash in the Chinese stock market is very serious, but the likelihood of it spreading to U.S. equity markets is low.
So Far, I'm a Happy Customer of Redtail
Due to my initial experience with my new CRM provider, Redtail, I'm one happy customer, but you should do a cost-benefit analysis before deciding.