Your client is not just another number
By Ed McCarthy, CFP, RICPAt times it seems like the main focus of retirement planning is on numbers, but isn't that losing focus on the client?
September 23, 2014
On the Third Hand: SurpriseThe anesthesiologists and neurologists who "pop out" during surgery are a symptom of denial.
September 22, 2014
Top 10 Social Security Myths: Part 1Dont let your clients sacrifice their benefits on the altar of misinformation. In part one of a series, we debunk five big Social Security myths.
September 22, 2014
Ritholtz: Calpers’ decision on hedge funds will be far-reachingExpect the Calpers move to prompt serious self-examination among pension funds, foundations and endowments.
September 22, 2014
Ritholtz: Calpers’ decision on hedge funds will be far-reachingExpect the Calpers move to prompt serious self-examination among pension funds, foundations and endowments.
September 22, 2014
The Fed signals a light touch on insuranceThe Fed will not give up any of its political capital to bring insurers under federal control, although it has concerns about the viability of the life insurance business.
September 19, 2014
How Liquid Are Liquid Alts?A MarketWatch article claims that the term liquid alternatives typically means buying illiquid securitieslike private credits and some derivative issuesis unfounded. Here's why.
September 19, 2014
Why agents can’t mention life settlementsThere's a big difference between "can't" and "won't."
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