Helping clients understand fixed index annuities
By Ed McCarthy, CFP, RICPAdvisors must master the product details, but ultimately, the outcome to the FIA-buyer is straightforward.
August 11, 2015
What UL policyholders should know about life settlementsUniversal life policyholders who signed contracts in the 1980s may face steep rate hikes to keep their policies in force. For these policyholders, there is a solution that beats surrendering.
August 10, 2015
Confusing What Just Happened With What Happens NextLessons for investors, advisors and traders on how behavioral finance's recency effect plays out in the markets and affects market participants.
August 10, 2015
How to interview prospective clients successfullyThe key to success? You have to be able to say no to someone who has a 10-million-dollar portfolio if they're not the right fit for your practice.
August 10, 2015
Minimizing Excess Roth IRA Contribution PenaltiesClients have options when they mistakenly contribute to a Roth IRA, but timing matters.
August 10, 2015
5 ways you can build client relationships with blended familiesAfter a loss, a family is usually left with a lot of emotions. Here's how to handle that while maintaining their assets.
August 10, 2015
Why the Fed Won't Raise Rates Next MonthLooking at the numbers around stocks, oil and commodities, why I doubt the Federal Reserve will raise rates at September FOMC meeting.
August 07, 2015
Russia Can’t Help Being a Gold BugThe dramatic drop in the price of gold makes Russia look like a classic sucker, but its not that simple.
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