Lyin’, Cheatin’ and Stealin’: Themes of NASAA’s Top Investor Traps
By David MasseyState regulators ask advisors with scruples to help identify unscrupulous con men who become more active as market volatility rises.
August 18, 2011
Young Advisors, Older Clients: Addressing Age Bias, Part 2Its one thing to deal with age discrimination from older advisors, but what to say to clients who are concerned with your relative youth?
August 18, 2011
IRS Finally Issues Guidance on 2010 Estate TaxEstates of decedents who died in 2010 finally have guidance from the IRS on how to opt out of estate tax treatment and allocate carryover basis to estate property.
August 17, 2011
Warren Buffett: Is he right?It was hard not to hear about billionaire Warren Buffett's opinion piece in The New York Times on Monday, which urged Congress to raise taxes on the super-rich to help cut the federal budget deficit.
August 17, 2011
Signs Point Away From Treasuries, but Not Because of DowngradeYes, there could be more downside in the market , but a decline in confidence is very different from a decline in financial worthiness.
August 17, 2011
Wealth Transfer Implications of U.S. Debt DowngradeAn increase is possible in safe-harbor interest rates for intra-family debt transactions
August 17, 2011
Inflation Isn’t Stopping Dollar SellingTodays surprisingly robust inflation data initially propped up stocks, but Eurozone concerns pressured equities lower.
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