Advisor update: Back to basics
By Daniel WilliamsThese last couple of years there's been one distraction to your book of business after another. There's been the financial crisis, SEC 151A, the Finance Reform Bill, Healthcare Reform and so on.
January 10, 2011
Legislating from the BenchConservative commentators are thrilled over a recent decision by a federal court in Virginia that rejected part of the Patient Protection and Affordable Care Act as unconstitutional.
January 10, 2011
2011 Looks to be a Good Year for Executive Bonus PlansAfter a dismal 2008 and 2009, businesses are once again implementing life insurance-funded executive compensation plans for non-owner key executives.
January 10, 2011
A Better Diversifier in Efficient Frontier Portfolios? BondsWhile much maligned at the moment, bonds can add to gains while reducing portfolio volatility.
January 10, 2011
Shots FiredThis weekend's assassination attempt on Congresswoman Gabrielle Giffords (D-Ariz.) was the kind of news that was nearly impossible to miss. Before I get any further ...
January 10, 2011
Shots FiredThis weekend's assassination attempt on Congresswoman Gabrielle Giffords (D-Ariz.) was the kind of news that was nearly impossible to miss. Before I get any further ...
January 10, 2011
Estate Tax and Gift Plans Can Greatly Reduce Tax on Wealth TransfersStrategies for transfer take advantage of the two-year tax window and a long-term plan.
January 10, 2011
Gaining Clients: What I Do at a First Client MeetingOn his Road to Independence, advisor Mike Patton blogs on the steps he takes with prospective clients in a first meeting.
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