Let's Help Enlist Veterans in Financial Services Careers
By Tom HarrisThey stood up for us. Now it's time to stand up for them.
May 23, 2018
How Advisors Can Simplify Tech Decisions (Part II)When picking a new platform, you can hire a tech consultant or go it alone — either way, you'll still need to do some of your own research.
May 23, 2018
Don't Let Fear of Taxes Lead to Portfolio StagnationCapital gains taxes can lead to inertia when clients are hesitant to make beneficial long-term changes at a short-term cost.
May 22, 2018
Why You Should Read Those Boring 10-K FilingsFor a significant period of time, price-relevant information about public companies is effectively hiding in plain sight.
May 21, 2018
Life Settlement Propsects Are All Around YouSome term life policyholders may have more options than they realize.
May 21, 2018
Wells Fargo Still Hasn't Gotten Ahead of Its ProblemsAn ad campaign that says "trust us" isn't very convincing when scandals keep emerging.
May 21, 2018
The Markets Don't Care About Your Wants or NeedsThinking outside the box probably is a mistake.
May 18, 2018
Does Any Token Exist That Is Not a Security?The SEC hasn't yet declared that a specific token is not a security. The courts may beat it to the punch.
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