389 Years of Truth
By David A. SaltzmanThis week I am celebrating my 30th year in the insurance business. I've had a great career, done a lot of really interesting things and worked with some of the finest people I've ever met.
November 28, 2010
Avoiding Mutual Fund Cap Gains This Year; Preparing for a Better 2011In his latest posting on the Road to Independence, advisor Mike Patton talks about avoiding mutual fund capital gains distributions, and shares one step he's taking now to make 2011 a better year for his practice.
November 28, 2010
Tactical Investing and Portfolio Construction: A Talk With Jeff Buetow of Innealta CapitalIf you're an advisor who attempts to rebalance client portfolios, in a smart way, as client circumstances or market dynamics shift, says Jeff Buetow, "you are employing a somewhat tactical approach."
November 28, 2010
Holiday Retail Sales and Jobs, Housing and Spanish-Accented Euro Jitters: Advisor Briefing for the Week of Nov. 29, 2010This week brings more retail news, including Cyber Monday, along with key reports on housing and, at week's end, the jobs picture for November. In Europe, concern is being raised over Spain's debt woes.
November 26, 2010
November’s Closed-End Fund Theme: Volatility in Muni BondsThe story in closed-end funds in November has been the volatility in the municipal asset class, with 12-month highs in trading volume, widening discounts and lower prices.
November 26, 2010
Actions Taken at Nov. 19 SEC Meeting Likely Will Affect All AdvisorsAt its Nov. 19 open meeting, the SEC approved several key proposals designed to implement provisions of the Dodd-Frank law that will affect every investment advisory firm in some fashion.
November 25, 2010
Ask questions to gain client trustAs an advisor, you ask questions of your clients and prospects, but are they the right questions? And do you ask the right questions at the right time?
November 25, 2010
Ask questions to gain client trustAs an advisor, you ask questions of your clients and prospects, but are they the right questions? And do you ask the right questions at the right time?
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