Heritage Planning Pt. 8, Bringing Families Together Financially
By Cameron ThorntonThe Family Bank: how to build it; what it accomplishes for each family.
April 17, 2012
Got an LTC Plan?Some things that happen at conferences in Vegas are worth taking away from Vegas.
April 17, 2012
Got an LTC Plan?Some things that happen at conferences in Vegas are worth taking away from Vegas.
April 17, 2012
Motion: That Serving a Client’s Best Interests Needn’t Be ComplicatedWe can have a minimum set of standards that tell us what the 'best interest of the client' means.
April 17, 2012
Stop Promising to Split CommissionsA CPA views commissions much differently than you do. So offering to split commissions is not to your advantage.
April 17, 2012
Stop Promising to Split CommissionsA CPA views commissions much differently than you do. So offering to split commissions is not to your advantage.
April 17, 2012
Markets May Be Volatile, but Risk Tolerance Isn’t, Pt. 2A key point from FinaMetrica's research: investors are ultimately driven by two factors: their risk tolerance and their risk perception. Advisors' challenge: managing clients fluctuating risk (mis-)perceptions.
April 17, 2012
On the Third Hand: The PPACA CO-OP ProgramBecause of the partisanship and the court battles, we're looking at the wrong toenail of the PPACA elephant.
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