10 Finance Books Worth Reading This Winter
These are not merely the classics — they may be a bit off the beaten path.
GE’s Big Cut Is a Warning for Dividend Stock Investors
Viewing a high dividend in isolation, seizing on the attractive payout while failing to appreciate the risks that come with it, is a mistake.
4 Common Questions About End-of-Year Charitable Giving Strategies
Congress could change the rules soon, but, for now, these are the rules.
Surprise! Obamacare Enrollment Is Actually Rising
An Affordable Care Act skeptic wonders what those strange numbers mean.
7 Proven Ways to Kill Your Next Sale
Along with some ideas about how to avoid doing that.
China Opening Its Banks Is Great, If You Like Bad Debt
U.S. financial services companies have been asking China to open up for years. Now what?
4 Critical Retirement Planning Tips
If clients ignore these basic principles, maybe they will have to buy lottery tickets and hope for the best.
It Pays to Keep an Open Mind About Buying or Selling a Business
For your first M&A meeting, find out what the other party is really thinking, ask plenty of questions and save judgement for later.
How to Retain Your Clients, and Your Sanity, When Switching Firms
Follow these five steps to help smooth the transition for your clients and their assets.
Fixed Index Annuities and Variable Annuities Are Good Guys
Consumers like to eat cake, and they also like to keep their cake.