Ed Slott on IRAs, taxes and the educated advisor
By Daniel WilliamsAs you gear up for the final push on tax season and work with your clients on their tax decisions, we thought it was a great opportunity to talk with IRA guru Ed Slott and find out the opportunities out there for advisors.
February 28, 2011
One Document I’ll Place on My (Revised) Advisory Firm WebsiteAdvisor Mike Patton will place his "What's Important to You?" questionnaire on his revised website.
February 28, 2011
Why Do Advisors Shy Away From ‘Selling’? Part 1Bringing in new clients is a critical function if a firm is to thrive. Why are some advisors afraid to do this?
February 28, 2011
Congress Returns as Government Shutdown Looms: Advisor Briefing for the Week of Feb. 28, 2011Among likely developments of interest to advisors: DOL hearings on fiduciary, Bernanke testifying on monetary policy and the unemployment report for February.
February 25, 2011
Unwanted GuestsOne of the things that has struck me in the nine months or so since I have started covering the life/health industry, is just how ...
February 25, 2011
Forex: A Way to Play the Rise in Food, Energy PricesThe British pound and other currencies are an alternative means of investing, given today’s commodities shocks.
February 25, 2011
JP Morgan on Middle East: Long-Term Oil Volatility Likely; Yemen Next to FallOther projections: 4% global GDP growth still likely; 5%-8% returns from emerging markets; Saudis replacing lost Libya oil production
February 25, 2011
Will Dodd-Frank Be Repealed? Will Congress Starve the SEC?Our man in Washington says no to repeal, but maybe on SEC funding, since it's part of a broader budget war. Next up: hearings and delays on Dodd-Frank implementation
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