Demagogues and the Election
By Mike PattonWhat is a demagogue and why should you care? One advisor's look at how things are likely to change after the election.
October 05, 2012
Critical Illness Riders: Life Insurance Protection for the LivingA new twist on the traditional life insurance policy that protects against expenses incurred because of critical illnesses is attracting clients interest once again.
October 05, 2012
African-American Advisors Should Not Give Up on the ProfessionEven as the number of African-American advisors entering the profession may have stagnated, studies have shown that African-Americans have a growing need for advice.
October 04, 2012
LTCI Watch: Future moneyMaybe we should take a more object-oriented approach to gray tsunami planning.
October 03, 2012
Not All ETFs Are Created Equal: What to ConsiderWhen investing in ETFs for clients, be aware of their potential drawbacks, especially tracking error, liquidity and the special issues around leveraged and inverse funds.
October 03, 2012
Maximize your client’s estateA wealth transfer/life insurance strategy can help your clients increase the value of their estate.
October 03, 2012
What if your client is a gold bug? (Part 2)We spoke with more leading advisors and industry leaders to hear what they plan to do if their client has been bitten by the gold bug.
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