Slogging on the Economic Road Back to Normal
Drawing a broad conclusion about any single jobs report is sheer folly: the U.S. continues to be in a post-credit-crisis recovery.
6 Keys to Effective Selling for Independent Advisors
Breakaway brokers know how to sell, and once you’re over your misguided aversion to “sales,” you can, too.
Clients Need a Medicare Plan, and You Can Help
If financial advisors strive to develop the most comprehensive retirement plan for their clients, the consideration of Medicare is also vital.
Net Unrealized Appreciation Could Yield a Pleasant Tax Surprise
For some employees holding company stock who leave their job, there's an alternative to rolling their 401(k) into an IRA.
A Subtle Benefit of Being an Independent Advisor
With no manager expecting higher “production” as you research stocks or bonds, you can actually pick what’s best for those clients.
Millennials and Attorneys Make the Same 4 Financial Mistakes
Many successful people cannot dedicate the time required to handle finances well, but these four mistakes are easily avoidable.
Why the U.S. Needs a Strong Jobs Report
Was May jobs report a harbinger or an outlier? The June report, even if good, may be disruptive to the markets.
4 Areas Advisors Must Improve to Make Financial Planning Their Differentiator
Ten years from now the best advisors won’t be talking about “portfolio performance” but, rather, “plan performance.” So how do you get there?
In New Fiduciary World, Should Governance of the CFP Board Be Tweaked?
A veteran planner who spent quality time on the CFP Board and FINRA arb boards suggests CFPs themselves should control the direction of the profession.
Brexit Might Have Cost Banks $165 Billion
Even before Brexit, an NYU model suggested that banks were much more fragile than official stress tests indicated. The reasons for these capital shortfalls vary by each bank's country of origin.