Technology As an Investment – And a Niche
Clients who are keen to have Kim Gaxiola as their financial advisor better not have reservations about technology.
Start Worrying About Long-Term Care
Will long-term care insurance ever be an attractive product for many Americans? If not, how will we pay for care when we get old?
Congress Got Schooled Once by a BD Owner; It Should Again
As the new administration and Congress contemplate regulatory changes, it would be wise to get input from broker-dealer owners like Peter Schiff.
The Roth Annuity: A Bright Star in Annuity Investing
Adding a Roth IRA can eliminate or reduce the impact of the downsides of an annuity investing strategy and can improve the future tax scenario.
A Better Theory to Explain Financial Bubbles
Answering this question is hugely important, not just for people’s pensions and retirement, but for the whole economy.
Supreme Court Leaves Insider-Trading Law Alone
Insiders who corruptly misuse corporate information are guilty of insider trading. Investment analysts who call up the companies and asking them questions, are not.
Michael Lewis’ Portrait of Two Men Who Changed the World
Lewis’ book on Amos Tversky and Daniel Kahneman is an introduction to behavioral economics thinly disguised as a biography of its two protagonists.
Large Cracks Beginning To Form Under Robo-Advisors
Now that the industry is processing what the delivery of financial advice will look like in the post-DOL fiduciary world, a new picture of the robo threat is emerging.
DOL Fiduciary Rule's Fate: 3 Possible Scenarios
Even if the Trump administration decides to delay or withdraw the rule, rollovers will continue to be a focus of regulators, attorney Fred Reish says.
Optimizing Clients’ Charitable Giving This Season
Clients’ portfolios have done well this year, so charitable giving seems appropriate. But what’s the best way to practice philanthropy?