Will Bitcoin Ever Be a Fiduciary Asset?
By Yaacov KapeliovichTechnical intricacies aside, Bitcoin has some interesting properties. For one, it is more closely correlated with the S&P 500 than you might think.
September 15, 2017
401(k) Balances Are Up, but Is Your Retirement Plan Business?Advisors should focus on gaps in investment performance, for instance, to boost their results in this space.
September 15, 2017
5 Ways to Fix the Blind Spot Inside Your BusinessWhat is your clients experience really like? Really.
September 15, 2017
Sanders Is Changing the Democratic PartyThe Vermont independent did well enough in 2016 to increase his influence.
September 14, 2017
Republicans Need a Tax Plan for 2017, Not 1981The conservative Weekly Standard warns Republicans not to design a tax reform patterned on the one that Reagan signed in his first year as president.
September 14, 2017
The Latest (Dim) Hope for Health Care ReformThe author wonders what will happen to the imperiled invalid this month.
September 13, 2017
Helping Clients Recover Their Retirements: Pt. 2This column is for clients near retirement age whose planning was swamped by misfortune, like the 2008 crash, and hope to recover their futures.
September 13, 2017
IRA Beneficiary Designation FormsSo, you think the client's will or trust governs IRA beneficiary selections? Uh oh.
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