Editor's Blog: Hit 'Em Where It Hurts
By Staff WriterWhen you plan your next life insurance ad campaign, consider hiring an ad director from Thailand. They take this stuff seriously.
August 19, 2011
Buy and Hold, but Don’t LookThe wise course is to adopt an investment strategy with your eyes wide open, but once adopted to keep them tightly shut.
August 19, 2011
Lyin’, Cheatin’ and Stealin’: Themes of NASAA’s Top Investor TrapsState regulators ask advisors with scruples to help identify unscrupulous con men who become more active as market volatility rises.
August 19, 2011
Appeals Court Greenlights Charitable Formula ClauseThe 9th U.S. Circuit Court of Appeals recently upheld the validity of a charitable formula clause.
August 18, 2011
Rebalancing Opportunities as Stocks Plummet, Treasuries RiseU.S. Treasuries rose dramatically today, putting them on pace for the best monthly return since the credit crisis.
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.
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