Top 10 reasons that SMAX is Las Vegas' best bet of the week
By staff WriterMore than 400 attendees enjoying educational sessions, inspiring speakers and great opportunities to network with some of the most successful advisors in the country. Closing keynote speaker Brian Tracy's sure-to-be memorable present
August 24, 2009
Calculating the Client's Savings RateThis week I updated a client's financial plan and refined my financial planning template by adding an additional metric. I have added an output page...
August 20, 2009
The TiVo of financial advice?Can a machine replace an advisor? Silly, we know. But Cake Financial, a San Francisco-based company, introduced an automated service that tailors a mutual fund...
August 20, 2009
With a little help from my friends ...If some of your boomer clients seem ... off (or really hungry) in your next client review, there's a reason. Baby boomers are increasing their...
August 20, 2009
I was wrongFirst time in a while. Last week, I na?vely waded into the health care debate and got the Barney Frank treatment (no, not like that,...
August 20, 2009
New opportunities for life insuranceWithout question, an extended recession is changing the way boomers see their situation, and therefore, the future. Long the keepers of an "endless optimism," they...
August 20, 2009
Boomers to opt-out of Canadian systemA bit of news north of the border about their health care system, which only adds to the debate furor in this country. Baby boomers...
August 20, 2009
Reason No. 611 for independent adviceThe Wall Street Journal reports that Goldman Sachs analysts reserved key trading tips for large clients, hurting smaller clients of the venerable firm. An example,...
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