How Many Stocks Do You Need for a Diversified Portfolio?
By Aaron BrownA carefully selected 20-stock portfolio might have the volatility of a random 50-stock portfolio, but not of a 500-stock portfolio.
November 19, 2022
How Medicare Access Will Change in 2023: A Medicare Customer QuestionThe Consolidated Appropriations Act of 2021 will close some major coverage gaps.
November 19, 2022
Help Clients Avoid the IRS 'Dirty Dozen'The end of the year is a great time to warn people about major tax traps.
November 18, 2022
Why Recognition Matters: The LUMINARIES Program in ActionAs we showcase our 2022 winners, several aspects of the program are worth highlighting.
November 17, 2022
Ignorance About Life Settlements Can Be ScaryAuthors in the life policy resale market say client fears sometimes produce frightening results.
November 15, 2022
Stocks Soar on Cool Inflation Reading, but Does This Rally Have Staying Power?The October CPI report was a glimmer of hope, but we might not be out of the woods yet.
November 15, 2022
Why Women Need to Consider Long-Term Care CoverageLonger lives and a higher rate of disability make long-term care coverage a top concern for female clients.
November 14, 2022
Millennials Are Asking About Long-Term CareOnce, most LTC clients were boomers. Now, the author is helping clients born after 1980.
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