A Simple Strategy for Achieving Clients’ Charitable Goals: the Donor-Advised Fund
Your clients don’t need the mega-wealth of a Warren Buffett to have philanthropic aspirations, nor need they worry about complicated giving strategies.
4 Investing Strategies Bogle Gets Wrong: Ritholtz
Vanguard founder John Bogle is an investing legend, Barry Ritholtz writes, but some of his investment philosophies need updating.
Ready, Hike! (but Fed Won’t Raise Rates Too Soon)—Searching for Alpha for February 2015
While the Federal Reserve may not raise rates until late 2015 at the earliest, rates will rise. So where to invest now?
Industry, Media Fail to Promote Minority Advisors' Success, Ex-Advisor Charges
The profession hasn’t done a good enough job of profiling successful African-American advisors and showcasing their success, says former NFL player turned advisor Lee Jenkins.
3 Scary Questions on the Global Economy
Clients and friends have raised questions about the state of the global financial system. Here I'll attempt to address their concerns.
Overcoming Sequence of Return Risk in Retirement Income
This often overlooked risk can often be diminished by adding annuities into the retirement income planning strategy.
Investment Advisor Compliance in the Digital Age
There are many ways that existing technology can support a robust compliance program.
Questions to Ask When Building or Structuring Your Team: Part 1
To get the biggest impact from your human capital investment, first ask yourself these questions on how to structure your team.
Is State Regulation the Future of Financial Planning?
Time to rethink national regulation of financial planners in favor of state oversight? Michael Zmistowski of the Florida Council of the FPA makes the argument.
Millennial Myopia: A Big Social Media Trap
When you assume that “social media is for the young,” you implicitly discredit social as a platform for reaching everyone else.