SMART Goals Keep You Focused
By John BoeHere's a saying worth considering: "People who don't have written goals end up working for people who do."
March 20, 2012
Are RIAs Really a Bigger Regulatory Problem Than Brokers?A look at the number of enforcement actions against each group provides a ready answer: part two of a series on the Bizarro World inside the beltway
March 19, 2012
Remember Roths? Avoid Potential Tax Hikes With a Roth Conversion NowYour clients tax rates will almost certainly be rising by the end of the year if the Bush-era tax cuts expire. In 2012, many of your clients are good candidates for a Roth conversion, but the time to act is now.
March 19, 2012
What I Do in My Practice, Pt. 4: Clients’ Tax Filing StatusSome reminders on your clients tax filing status: Death, married filing separate, looming divorce.
March 19, 2012
What If You Had Bought Apple?Insured products like annuities are fine. But maybe its time to look at the stock market again.
March 19, 2012
What If You Had Bought Apple?Insured products like annuities are fine. But maybe its time to look at the stock market again.
March 19, 2012
Glenn Neasham Case: What Will Be the Impact?Will the landmark California annuity court case become a precedent that will scare producers from offering annuities to octogenarians?
March 19, 2012
Glenn Neasham Case: What Will Be the Impact?Will the landmark California annuity court case become a precedent that will scare producers from offering annuities to octogenarians?
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