3 Reasons Peter Drucker Could Have Run Your 401(k)
When talking to clients about their retirement plans, turn to "The Father of Modern Management" for wisdom.
How to Minimize Pricey Medicare Surcharges
Moderate- to high-income clients face Medicare income-based surcharges that can add nearly $9,000 to the client’s total Medicare bill in 2017.
Estate Planning 101: Motivating Clients to Get Started
Helping clients focus on the positive aspects of putting a plan in place may help motivate them to commit to the process.
Trump Tax Reform May Prompt Changes in Clients’ 401(k) Strategies
The new era is expected to substantially reduce income tax rates for high earners but will complicate retirement income planning.
Selling Fiduciary: A Prototype for Independent RIAs
Dan Moisand's firm can teach the industry how to take the fiduciary standard to the next level.
The Path Forward for the Proposed Family-Controlled Business Valuation Regulations
Strong negative public reaction and the incoming Trump administration call a controversial proposed rule into question.
How the Trump Rally Could Save Endowments
It’s well known that recent years haven’t been kind to hedge funds; less well known is that endowments and foundations have also faced headwinds.
Climate Change Is Real: The Investing Implications
We can avoid arguing about the causes of climate change and simply put our money to work in companies that deal with the consequences.
The Roth Annuity: A Bright Star in Annuity Investing
Adding a Roth IRA can eliminate or reduce the impact of the downsides of an annuity investing strategy and can improve the future tax scenario.
Optimizing Clients’ Charitable Giving This Season
Clients’ portfolios have done well this year, so charitable giving seems appropriate. But what’s the best way to practice philanthropy?