Leonard Cohen and the ACA
By David A. Saltzman'There is a crack in everything.' In some things (such as, the health care law), a big crack.
November 29, 2016
In DOL/Post-DOL Fiduciary World, RIAs Need to Re-DifferentiateHow RIAs should respond to what's likely to be a new wave of deregulation.
November 29, 2016
3 options for long-term care planningDiscussions about long-term care planning can be uncomfortable, but they are necessary to protect your clients during unexpected life and health events.
November 29, 2016
Your 2017 Incentive Plans: Be Careful What You Pay Staff to DoOne takeaway: Incentives based on individual competition do not motivate employees to work together, nor benefit the firm.
November 29, 2016
New Social Security Rules: How to Maximize BenefitsWhile many old Social Security claiming strategies have been eliminated, action can still be taken to obtain the highest possible benefits.
November 28, 2016
Decay and Investing: When Time Keeps On Slippin’ Into the FutureA good understanding of the concept of decay is instrumental in managing certain investments (with apologies to Steve Miller and a nod to Trading Places).
November 28, 2016
Welcome to Silly Season, aka Market Prediction TimeTaking a consistent, disciplined approach to investing will benefit you and your clients much more than following the top picks of the market prognosticators.
November 28, 2016
Health insurance agents are worth itOne of the secret to fighting health care costs might, actually, be you.
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