Simpson, Bowles Reduce New Deficit Plan to Prod Congress
Like Jackie Gleason’s Buford T. Justice in 1977’s Smokey and the Bandit, Alan Simpson and Erskine Bowles are not giving up.
Facebook? LinkedIn? Here’s the Ultimate Web Marketing Tool
While meeting Wikipedia's editorial standards can be challenging, the market advantage a page might convey for an advisor is hard to argue with.
Who’s Kidding Whom? Dangers of Living in a Bubble
In politics and markets alike, it’s easy to fool yourself. Winner of 2014 Excellence in Financial Journalism Award from New York State Society of CPAs.
Apple Stock Plummets as S&P 500 Hits 1,500
Apple's shares fell sharply on Thursday on slower-than-expected sales.
IRS Announces New Deductions for Home Offices
The lives of home office dwellers just got easier—and maybe cheaper.
House Passes Fiscal Cliff Bill, Averting Plunge—for Now
House passes Senate bill, 257-167, shortly before midnight, sending legislation to President Barack Obama to sign.
House Takes Up Senate’s Fiscal Cliff Bill
Legislation to negate a fiscal cliff of across-the-board tax increases and sweeping spending cuts to the Pentagon and other government agencies is headed to the GOP-dominated House after bipartisan, middle-of-the-night approval in the Senate.
A Next-Gen Shot in the Arm
If you want an idea of how to help and support the next generation of advisors, look no further than the medical profession.
Stress Fracture: How to Save Your Relationship With Your Client
In your waiting room a client watches the TV tuned to CNBC, which shouts out good news—the Dow is up 300 points. Oddly, her stress level skyrockets. Why?
IRS Raises 401(k) Contribution Limits
While an extra $500 a year might not sound like much, compounding interest over a 20- or 30- year period could result in a sizable sum.