Show Me the Money: Taking the Fiduciary Debate to the Bottom Line
Part of acting in a client’s best interest is that the adviser must consider the “cost” of the recommended investments.
S&P's Prescient Warning on America's Fiscal Unpredictability
Is the U.S. political system really more stable than that of an emerging market?
How to Avoid Looking Stupid in Marketing and Sales
Why your gut is the best source of market intelligence and other corporate fairy tales.
Retiree Portfolios in the New Normal: The Envelopes Strategy, Pt. 1
The purpose of decades of saving is to fund decades of spending.
Letting Obamacare Fail Would Break Trump's Oath
The author looks at why he thinks some forms of ACA non-enforcement are more legal than others.
New DOL Rule Changes the Way Annuity Salespeople Do Business
Feeling lost when you try to read fiduciary rule articles? Here's a look at the basics.
Americans’ Retirement Benefits Have Been Slashed by a Quarter
Post-retirement health spending now amounts to just 0.2% of worker pay.
3 Ways to Get Life Insurance Clients to Buy Enough Coverage
The clock is not a potential life insurance purchaser's friend.
Congress Achieves Bipartisan Failure on Obamacare
Eventually, the author contends, a broken machine will stop.
These Millennial Advisors Are Killing It With Younger Clients
Under the radar, this youngest generation of advisors has created an entirely new advisory business model, designed to work with clients who are millennials themselves.