Advisors Should Consider Alternatives to Publicly Traded REITs
By Daniel S. KernGiven REITs limitations, consider a wider array of options for clients who have the ability and willingness to invest in less-liquid real estate alternatives.
May 25, 2017
The Fixed-Index Annuity Industry Won Battles Only To Lose the WarA financial consultant looks at the ties that bind you.
May 24, 2017
Financial Planning: The Antidote for the More MatrixFinancial planning is the perfect tool for helping clients overcome cravings for more because it provides a method for visualizing and quantifying enough.
May 24, 2017
Life Insurance: Perception v. RealityIf you are new to life sales, you'd better have good answers to these three everyday objections.
May 24, 2017
Rule of Law Actually Applies to Democrats, TooThe author says the Obama administration set an awful example for the new administration.
May 24, 2017
Investors Are Under SiegeIt is not a single item, or event, but the fact that we are being bombarded with supersized issues everywhere.
May 24, 2017
5 Ways to Discuss Fees on Your Website Without Scaring ProspectsAdvisors have been notoriously wary of mentioning fees, but two factors have made that a bad approach: robo-advisors and millennials.
May 23, 2017
4 Ways to Overcome Media-Driven Annuity MisconceptionsAnnuities are designed to reduce risk. How do you help clients understand that?
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