Wake up, Dave Ramsey: Your math is flawed
By Michael MarkeyBad math can make something completely wrong sound completely right. That's why financial nerds (like this columnist) are repelled by Ramsey and those like him.
March 23, 2017
Closed-End Funds: Democratizing Alternative Investment StrategiesUnique structure and stable asset levels allow CEFs to invest in nontraditional, less liquid assets.
March 23, 2017
March Madness: How to Move Your Value Prop to a Higher BracketYour real competition isnt the market, its other advisors, including those pesky robo-advisors. Here are five ways get into the advisor Final Four.
March 23, 2017
Ackman's Investors Won't Get Their YachtsChanneling Fred Schwed Jr., theres at least one more question hanging over Bill Ackman's Valeant debacle.
March 22, 2017
High-pressured sales reps neededFor most of Americans, the general nature of the need is pretty obvious.
March 22, 2017
High-pressured sales reps neededFor most of Americans, the general nature of the need is pretty obvious.
March 22, 2017
5 questions about health care reporting this tax seasonAs your clients work to fulfill their 2016 reporting obligations by the March 31 deadline, they likely have many questions about what, how, and even if they still have to file for the 2016 ACA reporting year.
March 22, 2017
Advising Clients on Social Security: Talking Points, Part 3This installment introduces more advanced Social Security topics like Restricted Application, and coordinating spousal benefits and the Three-Legged Stool.
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