Fixed Income Focus: A U-Turn in Treasuries, and Implications of Microsoft’s New Issue
By Chris ShayneThe first half of September was a striking reversal from the anxious market activity in August. Virtually overnight, Treasuries became an afterthought as investors stampeded back into the stock market
September 22, 2010
How a Top Advisor Uses Closed-End FundsA conversation about diversified investing with closed-end funds with Michael R. Kelly, CFP, EA, of Baltimore.
September 22, 2010
Don't ask; don't tellIf you have been keeping up with the news, you are no doubt aware of the recent Department of Health and Human Services' finger-wagging pronouncements to the health insurance industry.
September 22, 2010
Being genuine with prospectsIs there a way to "get real" with prospects? I'm not sure. While I like teaching seminars, such as "Successful Money Management," I wonder about forcing appointments by passing around the clipboard.
September 22, 2010
Don't ask; don't tellIf you have been keeping up with the news, you are no doubt aware of the recent Department of Health and Human Services' finger-wagging pronouncements to the health insurance industry.
September 21, 2010
The four keys to cross-sellingCross-selling is one of the key ways advisors can reach their potential.
September 21, 2010
Estate tax uncertainty: Are you protecting your clients' blind side?You may have seen an interesting report in Monday's Wall Street Journal, which took aim at estate tax uncertainty.
September 21, 2010
'Annuity' : The New 4-Letter Word?"Moderate-growth monthly income generator.""Slightly illiquid higher-return retirement vehicle."MGMIG.SIHRRV.Sorry, just playing around. Because if you take stock in surveys (and we all know I do), it ...
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