Death, Fear, Faith, Love
By Daniel WilliamsHow do we put the pieces back together after a tragedy such as the theater shooting in Aurora, Colo.? One way is going back to doing the things we love.
July 23, 2012
Patton’s Fund Picks, Pt. 2: Foreign Stock FundsIn the second of a series of blogs, advisor Mike Patton shares his top picks in foreign stock funds, in both developed and emerging markets, with a reminder on the role of currency.
July 23, 2012
Forget the TAMP, Pt. 1: It’s Time for the TFPPThe inspiration for today's blog post is the recent announcement that LPL Financial has acquired Veritat. A new option is beginning to emerge: the Turnkey Financial Planning Program.
July 23, 2012
Vote for the Best Big IdeaWeve narrowed the field down to three finalists. Now you get to select the winner of our Big Idea contest, as voting is officially open.
July 23, 2012
Vote for the Best Big IdeaWeve narrowed the field down to three finalists. Now you get to select the winner of our Big Idea contest, as voting is officially open.
July 20, 2012
Preparing Clients for Reality of Obamacare Investment TaxAn additional 3.8% tax on investment income will be implemented in less than six months, and your high-income clients will need advice on how to reposition their investments to minimize its effect.
July 20, 2012
Should You Buy an Annuity From Social Security?In todays low interest rate environment, delaying the taking of Social Security might be the best annuity you can buy.
July 20, 2012
The Chronic Disease AvalancheIf only there was an affordable way to help enrollees who are on their way to getting sick. Oh, wait! Maybe there is...
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