Minimizing the 3.8% Medicare Tax From Retirement Account Distributions
Advisors can prove their worth in helping clients minimize the impact of the new 3.8% net investment income tax that can come from retirement accounts.
How Advisors Use Liquid Alts: The Business Continuity Issue
Advisors use liquid alternative investments for several reasons, like to reduce portfolio volatility. One of the overlooked reasons involves the health of their own firms.
Luxury Car Insurance: High-End Tech Demands High-End Coverage
Your clients’ luxury automobiles contain very expensive technology, and standard automobile policies aren't the answer.
Kotlikoff: Investors at Risk of Wipeout, SIPC a Fraud
Economist Laurence Kotlikoff says all Americans should close their brokerage accounts immediately because of what he calls a massive insurance scam by the SIPC.
4 Loss-Prevention Steps for HNW Clients’ Tangible Assets
Helping HNW clients to protect their art, jewelry, wine and other valuables from risks of physical damage, theft and the ravages of time.
Hybrid Life Insurance Gets Second Wind as Health Care Coverage Vehicle
Understanding the difference between linked and built-in living benefits can help ensure that clients have the tools to bridge their health care coverage gaps.
A Fresh Look at Portfolio Construction: A Clear, Practical and Repeatable Methodology
To build successful investment strategies and compete for capital, advisors must demonstrate a clear, rational method for developing and implementing investment plans.
This Guy Made Advisors Lose $20 Million Accounts
Many RIA firms dread SEC audits, particularly unscheduled ones, but there’s a new auditor in town who may be looking over your shoulder.
Superior Returns and Advisory Services, ‘for Free’
Eric Nelson shows how investors can beat the performance of index funds and get the tremendous value an advisor offers essentially for free.
It’s Not the Heat, It’s the (Lack of) Volatility: Searching for Alpha for July 2014
Today’s low-vol, high-returning scenario may well attract new money to the markets, but a return to more normal volatility levels could quickly reverse those flows.