Markets and Pundits Have a Data-Point Fixation
People often seem to overlook the weaknesses in data. I see this often in the financial community, and among presidential poll watchers.
Double Taxation for Your Clients: The Highest Risk
The exposure comes when clients exercise non-qualified, granted company stock options—not incentive stock options.
This Loophole Ends the Privacy of Social Security Numbers
A federal appeals court decision has worrying implications for those who oppose a single national identification number.
Elizabeth Warren Has Five More Bad Ideas
Some of Warren's ideas could have consequences counter to what she says her goals are: helping workers, raising incomes and ensuring the system is fair.
3 Reasons Advisors Should Consider Working in a Credit Union
If you're looking for a new home for your advisory practice, a credit union offers unique advantages.
GRAT Valuation Discounts Disappearing Soon
Clients have a short window to use valuation discounts for transfers of interest in family businesses under Treasury’s current rules.
How Financial Advisors Are Like Pablo Picasso
Ron Rhoades recounts a Pablo Picasso story to show the value of financial advice.
Small Business Group Health Insurance: The Sequel
As the labor market improves, many small business owners want to adjust existing policies to remain competitive—especially in light of Obamacare. Here’s how to help those clients.
This Market Selloff May Be Different
The generalized move down in stocks is sparking an interesting discussion about how investors should respond.
Fiduciary September 2016: The Rise of Consumerism
Eight years after the global financial crisis, there remains little discussion suggesting investor “distrust” is a serious concern deserving of advisor attention and concrete solutions.