Who’s Your Robo?
By Bob ClarkIn today's digital world, online service is largely an oxymoron. That's why I'm not too worried about the threat of robo-advisors.
June 01, 2015
How to Dodge the New Medicare Surcharge BulletThe new Medicare Doc Fix law will subject more retired clients to the highest Medicare premium rates, but planning techniques can minimize the impact.
June 01, 2015
Why the right wellness programs are so importantHow much impact will three pre-diabetic employees have on their company's healthcare spend? A case study illustrates.
June 01, 2015
How much does your client value their mental stability & why planning helpsWant to get through to a millennial about longevity planning and long-term care? Here's your chance.
June 01, 2015
3 Reasons We’re Not at a Market Top: Searching for Alpha for June 2015Disappointing GDP data and hints of an impending rate hike led some market watchers to predict a stock drop. Are they leaving the party early?
May 29, 2015
Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 2: U.S. Large Cap GrowthAmong U.S. large-cap mutual funds, active beats passive.
May 29, 2015
View: Next Obamacare fight: who gets the blame?The outcome could affect how Americans see Democrats' efforts to expand the social safety net.
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