Fed Meeting Shouldn't Obscure BOJ's Big Moment
The most informative policy decision this week could take place in Tokyo, which may signal what lies ahead for other central banks.
Self-Directed IRAs: Avoiding DOL Fiduciary Rule Liability
The DOL fiduciary rule could increase the use of self-directed IRAs, but the role of the advisor does not end once a client chooses one.
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.