Life Insurance As a Retirement Asset
By John DallasThe author sells selling a policy is one way to help clients cope with income volatility.
October 04, 2017
The 3 Best Ways Indie Firms Can Add Female AdvisorsThe industry knows it needs to diversify, and steps being highlighted at the Ladenburg Institute of Women & Finance Symposium can help.
October 04, 2017
Trump Tax Reform Plan Could Roil Small-Business RetirementWhile many small-business clients would welcome the lower tax rate for pass-through income, it could hinder these clients retirement planning options.
October 03, 2017
A Historical Defense of the All-American Estate TaxOne thing about it: Andrew Carnegie liked it.
October 03, 2017
Focus on the Ground GameAfter a 5-year streak of stock returns averaging over 14%, focus on winning the game for your clients rather than keeping up with the S&P.
October 03, 2017
3 Ways Fixed Annuities Can Outperform Bond Mutual FundsSome flavors of 'plain vanilla' may be better, for some clients, than others.
October 02, 2017
A Brand New Election Theory: Sicker Counties Swung for TrumpResearchers found a strong correlation between poor public health and a swing from blue in 2012 to red in 2016.
October 02, 2017
Why You Can’t Be ‘Three-Quarters of a Fiduciary’Former SEC Commissioner Luis Aguilars comments reverberate more loudly today, as fiduciary rules at DOL, SEC and CFP Board come into focus.
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