How’d I Do? 2012 Performance of My Top Mutual Funds and ETFs
By Mike PattonUsing my Fiduciary Scorecard tool, I assess how well my chosen mutual funds and ETFs performed last year in their peer groups.
January 18, 2013
On the Third Hand: LawyersClass-action suits could be a symptom of a lack of a serious PPACA fix bill.
January 18, 2013
Self-directed IRAs & real estate, part 1Agent M. D. Anderson sits down with editor Daniel Williams to talk about funding IRAs with real estate. Read on to see if youre missing the boat.
January 18, 2013
Self-directed IRAs & real estate, part 1Agent M. D. Anderson sits down with editor Daniel Williams to talk about funding IRAs with real estate. Read on to see if youre missing the boat.
January 17, 2013
Plenty of life settlement opportunities, post fiscal cliffWith a now-set estate exclusion amount, your clients' insurance needs may have changed.
January 17, 2013
Steer clients on the right path2013 is an important year for our industry. Our job is to be our clients' guides, showing them how to navigate this rocky path.
January 17, 2013
Steer clients on the right path2013 is an important year for our industry. Our job is to be our clients' guides, showing them how to navigate this rocky path.
January 17, 2013
10 tips to prevent an E&O claimEven more important than buying E&O is preventing the need to use it in the first place.
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