Focus on the Ground Game
After a 5-year streak of stock returns averaging over 14%, focus on “winning the game” for your clients rather than keeping up with the S&P.
3 Ways Fixed Annuities Can Outperform Bond Mutual Funds
Some flavors of 'plain vanilla' may be better, for some clients, than others.
A Brand New Election Theory: Sicker Counties Swung for Trump
Researchers found a strong correlation between poor public health and a swing ‘from blue in 2012 to red in 2016.’
Why You Can’t Be ‘Three-Quarters of a Fiduciary’
Former SEC Commissioner Luis Aguilar’s comments reverberate more loudly today, as fiduciary rules at DOL, SEC and CFP Board come into focus.
Common Questions on HSA Contributions
If you occasionally sell an HSA, print this and tape it by your desk, or on the top of your laptop.
4 Market Sectors Vulnerable to a Correction
Investors have crowded into certain investments and may be too complacent about the risk in some of the most popular segments of the market.
Your Mom's Health Insurance Could Help Your Kids
How your efforts to get clients can make a lasting difference.
Broad Strokes of Tax Reform Released in GOP Framework
The GOP tax framework aims to simplify the tax code for both individuals and small businesses while reducing the tax burden at both levels.
Fees Are Not the Enemy of Investors
Sales charges discourage active trading, and most people are terrible active traders.
7 Things to Know About Life Insurance as a Retirement Strategy
A life insurance-based retirement strategy could help your client avoid some of the restrictions that apply to IRAs.