3 Keys to Giving Client Gifts With Maximum Impact
The power of a properly executed gift can never be underestimated.
New Tech Scam Warning Shows How Vulnerable We Are
Clients — or advisors themselves — might fall prey to a new, clever telephone fraud.
Business Succession Planning and the Buy-Sell Agreement
Tax Facts Online offers a detailed breakdown of how to handle buy-sell agreements in succession planning.
5 Trends in Commercial Real Estate for 2017: Pt. 2
What are potential impacts of a Trump presidency on commercial real estate this year? Here are the key trends to monitor while investing.
3 Reasons Peter Drucker Could Have Run Your 401(k)
When talking to clients about their retirement plans, turn to "The Father of Modern Management" for wisdom.
The Day Harvard Stopped Being a Hedge Fund
The lessons for investors from Harvard Management Company’s stunning fall from grace.
How to Minimize Pricey Medicare Surcharges
Moderate- to high-income clients face Medicare income-based surcharges that can add nearly $9,000 to the client’s total Medicare bill in 2017.
Wall Street Analysts Give Investors What They Want
If you believe that a sell-side analyst's job is to tell people which stocks to buy, you need to stop believing that right now.
Markets Aren't Kind to Alternative Facts
Mr. Market seems to delight in taking money away from those who deploy capital based on faulty convictions.
How to (Legally) Settle Disputes With Clients
These are the essential points in resolving a client dispute without suiting up for court or arbitration.