5 Things Advisors Don't Say to Their Clients (but Should)
By Michael GoldbergMost advisors don't even talk to their clients unless they have to - unless it's time to renew something, or up-sell something, or be referred to someone for something.
August 09, 2011
Equities Appear Cheaper Than TreasuriesEven near historic lows, the dividend yield is compelling versus the yield for 10 years.
August 09, 2011
In Volatile Market, What We Own, and Why: Our Stock PositionsA review of our equity positions, and why we still invest in stocks.
August 09, 2011
Telltale Words: Key to Fiduciary Opposition Is in Its LanguageFor one thing, there’s absolutely no evidence to suggest that a fiduciary standard is more costly.
August 09, 2011
The Perils of PrognosticationStrategists from most Wall Street experts predicted 10-12% market growth for 2011 while only two called for minor declines.
August 08, 2011
IRS Streamlines Partial Exchanges of AnnuitiesThe IRS has issued new guidance that streamlines partial exchanges of annuity contracts.
August 08, 2011
Is the Latest Greek Bailout Just Delaying the Inevitable?The latest Greek bailout is just a bandage for its ever-increasing debt.
August 08, 2011
Market Update: Stocks Crushed on Downgrade, Recession FearsDow falls 5.5%, and S&P 500 was down 16% over last 11 sessions, but Warren Buffett was buying.
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