Small Business Gets Year-End Relief for Health Reimbursements
Your small business clients will be able to offer qualified small employer health reimbursement arrangements (QSEHRAs) beginning in 2017.
The Markets in 2016, and What's Ahead in the New Year
Will the “Trump Rally” continue into 2017 or will it turn out to be a “Trump Bubble?"
Will Trump SEC End ‘Broken Windows’ Cases Against Advisors and Brokers?
Chairwoman White’s departure may not end the Enforcement Division’s pursuit of minor violations.
Napoleon Is Dead! Wait, That's a Stock-Market Scam.
Financial markets have been dealing with hoaxes, frauds and fake news for a long time. The wrong response can be costly.
‘Dude, Where’s My Drone?’ and Other Potential Threats to Trump Rally
The Trump rally in equities has been fueled by investors who want to believe, but in 2017 they may need to curb their enthusiasm. Then there are events in the South China Sea to watch.
6 Ways for Owner-Advisors to Make Mergers Work
My consulting work with advisors—and my own failed merger experience—have taught me these lessons.
Why Net Worth Pricing Might Be the Future of Wealth Management
A new financial planning philosophy aims to further incentivize growth by aligning client interests more tightly with those of their advisor.
How the Trump Rally Could Save Endowments
It’s well known that recent years haven’t been kind to hedge funds; less well known is that endowments and foundations have also faced headwinds.
Climate Change Is Real: The Investing Implications
We can avoid arguing about the causes of climate change and simply put our money to work in companies that deal with the consequences.
The Market Is Ambiguous. Does Your Investment Strategy Need to Be?
Since yesterday’s winners are so frequently tomorrow’s disappointments, three suggestions for keeping your clients invested regardless.