An Unconventional Approach to Asset Location
A traditional asset location strategy is to put stocks in a taxable account and bonds in an IRA. But this isn't always the best advice.
High Profit Margins or High Growth: Choose One
Firms that focus too much on profit margins in order to bring home more income now cut off opportunities to grow their firms.
What Advisors Can Learn From One of the World’s Biggest Risk Takers
We can all learn from climber Alex Honnold, who scaled a 3,000-foot granite wall, about how to help our clients put risk in perspective.
How to Succeed in Retirement Investing in the ‘New Normal’
As capital gains become smaller, investments that are designed for income, like many alternatives, will grow in popularity.
In Fiduciary Rule, How Do You Define ‘Reasonable’ Compensation?
Since June 9, advisors have been bound by the rule’s impartial conduct standard, but defining the concept of “reasonable” compensation can be tricky.
How to Fill the Disability Coverage Gap for Doctors With High Income
Many doctors are finding a serious gap between the benefits of traditional disability and the replacement of their true income.
3 Big Trends Driving Retirement Planning in the ‘New Normal’
Advisors’ successful clients learned investing from the “perfect storm” of the late 20th century, but those lessons are outdated, Philip Romero says.
Crunch Time Part II: CFP Board’s ‘D-Day’
If the CFP Board doesn’t get planners on the right side of the fiduciary issue right quick, it risks marginalizing the entire profession.
Avoid These Mistakes When Working With Widows
The most innocuous, well-meaning comment can grate on a newly minted widow or widower.
Fiduciary Rule Readiness Check: June 9 Effective Date
With the DOL fiduciary rule applicability date now here, it is crucial that advisors understand what that actually means.