‘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.
Technology As an Investment – And a Niche
Clients who are keen to have Kim Gaxiola as their financial advisor better not have reservations about technology.
Start Worrying About Long-Term Care
Will long-term care insurance ever be an attractive product for many Americans? If not, how will we pay for care when we get old?
Congress Got Schooled Once by a BD Owner; It Should Again
As the new administration and Congress contemplate regulatory changes, it would be wise to get input from broker-dealer owners like Peter Schiff.
The Roth Annuity: A Bright Star in Annuity Investing
Adding a Roth IRA can eliminate or reduce the impact of the downsides of an annuity investing strategy and can improve the future tax scenario.