Is College Debt Advisors’ Next Black Swan?
By Bob ClarkAdvisor's clients tend to be college graduates. College graduates have too much loan debt to adequately save. See the problem?
March 14, 2017
Part 2: Direct primary care suitabilityContinued: Dr. Samir Qamar, founder and CEO of MedLion and MedWand, provides an assessment of the direct primary care model.
March 14, 2017
Voters won't ignore this CBO scoreThe author hates the ACA but questions whether AHCA will have much curb appeal.
March 14, 2017
Why do pundits hate indexed annuities?Here's a video meant to clear up misconceptions about annuities using short, simple, entertaining explanations.
March 14, 2017
Why do pundits hate indexed annuities?Here's a video meant to clear up misconceptions about annuities using short, simple, entertaining explanations.
March 14, 2017
3 steps to proactively manage orphan policiesMore than 40 percent of all life insurance policies are considered orphans with no active agent servicing the policyholder. And the problem is only getting worse.
March 14, 2017
Estate Planning: The Family Limited Partnership StrategyA recent Tax Court ruling provides valuable lessons in how HNW clients can use this strategy to minimize transfer taxes, legally.
March 14, 2017
Interest rates and long-term care insurance problemsWhat percentage of "morbidity assumption problems" are low investment returns in disguise?
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