School Daze: Limiting Liabilities of College Students
It’s understandable that college students will make poor decisions, but ensure your clients are protected from those risky choices.
Roth IRA Conversions: Silver Lining to Market Downturns
Paying attention to market swings can allow your clients to take advantage of benefits that, in some cases, can only be produced by careful timing.
Keeping Track of Client Accounts Efficiently
With a little coding help, when I download client account data from my custodian, all my client accounts now update automatically.
Analyzing the Odds of a Fed Rate Increase
Although the Fed still has solid domestic reasons to raise rates next week, it cannot — and should not — ignore the worsening international context.
The Dumbing Down of the Financial Services Industry’s Future
American education is in crisis, and the effects will be felt by the advisory industry.
Ritholtz: Keep Waiting for Wall Street Crime Crackdown
By what must be the sheerest of coincidences, Barry Ritholtz says, most statutes of limitation on white-collar crimes committed during the financial crisis have expired.
Fiduciary September: A Time for Client-Centered Advisors to Come Together
The brokerage industry speaks with one voice on the fiduciary issue. Why don't fiduciary advisors do the same?
Taming the Panic Around Market Volatility
Unlike Tracy Jordan on "30 Rock," don’t panic when other investors are doing so. And if you must trade on a day like Aug. 24...
In-Plan Roth Accounts: What Advisors Need to Know
Understanding the differences between in-plan Roth accounts and traditional Roth IRAs is increasingly important for advisors.
Clearing Up Client Confusion Amid Market Turmoil
Here are a few things I’ve been telling — and showing — clients to allay their fears during this time of market volatility.