When Finance Is a Character in a Novel
What you do serves basic human needs.
The Fixed-Index Annuity Industry Won Battles Only To Lose the War
A financial consultant looks at the ties that bind you.
Life Insurance: Perception v. Reality
If you are new to life sales, you'd better have good answers to these three everyday objections.
Rule of Law Actually Applies to Democrats, Too
The author says the Obama administration set an awful example for the new administration.
Investors Are Under Siege
It is not a single item, or event, but the fact that we are being bombarded with supersized issues everywhere.
5 Ways to Discuss Fees on Your Website Without Scaring Prospects
Advisors have been notoriously wary of mentioning fees, but two factors have made that a bad approach: robo-advisors and millennials.
Financial Planning: The Antidote for the More Matrix
Financial planning is the perfect tool for helping clients overcome cravings for “more” because it provides a method for visualizing and quantifying “enough.”
4 Ways to Overcome Media-Driven Annuity Misconceptions
Annuities are designed to reduce risk. How do you help clients understand that?
Vanguard’s Irritating Perch on Moral High Ground
If being a “nonprofit” is so good in the asset management industry, then why don’t we see it elsewhere?
Skip the Avocado Toast to Save for Retirement
If millennials really want to save a lot of money, they shouldn’t be buying McMansions with big green lawns and nice picket fences.