Smart Tax Planning Now: 20 Days of Tax Planning Advice for 2013
For the third year in a row, we present tax planning advice throughout the month of March to help you, and your clients, deal with tax season.
How’d I Do? 2012 Performance of My Top Mutual Funds and ETFs
Using my Fiduciary Scorecard tool, I assess how well my chosen mutual funds and ETFs performed last year in their peer groups.
Talking ‘Bout My Generation
Some 20 years ago, financial editor and writer Joe Nocera (now an op-ed columnist for The New York Times) explained to a group of us editors at Worth Magazine why our baby boom generation had gotten a bad rap for being such profligate spenders: “We grew up during the 1970s,...
Monte Carlo Simulation: Beware of This Mistake, Advisors!
Many advisors are using Monte Carlo; many are using it incorrectly. Keep GIGO in mind, to begin...
Calming Client Stress; Managing Risk With Managed Futures: November Investment Advisor—Slideshow
Believe it or not, good news in the financial industry may be making your clients feel more stressed out.
Advisors’ 5 Seasonal Investing Tips for Clients
Advisors, offering some basic tips, say the biggest mistake people make is not planning their spending for summer, and even Christmas, early in the year.
Scottrade’s Spirit; Pursuing Practice Excellence; Fiduciary Best Practices: July Investment Advisor—Slideshow
Most people are happy enough to talk about themselves, but Brian Davis, who is the focus Investment Advisor’s cover story, consistently highlights his team’s efforts in providing value and service at Scottrade’s institutional arm.
3 Key Systems for a Healthy Independent Advisory Business, Pt. 2: Marketing Overview
The second in a series of blogs on what I consider the key points of success when starting and building an independent advisory practice. The focus of this blog: the basics of marketing.
Smart Tax Planning Now: 22 Days of Tax Planning Advice for 2012—Final Update
AdvisorOne's annual monthlong special report providing a calendar of practical advice and strategic insights on a host of tax planning topics for advisors and their clients.
What I Do in My Practice, Pt. 3: My Role With Other Advisors
Sometimes an advisor's job is to be an ethical coordinator: a real-life example on perhaps not the best way to handle possible changes in the estate tax