The Social Security question everyone should be asking
By Brenton SmithSocial Security is both the largest retirement asset and expense for most workers. But what are they really getting for their contributions?
September 02, 2014
Advisors Focus on Financial Planning Needs of U.S. Military MembersFormer Marine Rob Aeschbach says that for many young service members, concepts like saving and budgeting are alien, but advisors are stepping up.
September 02, 2014
Investing Like a Billionaire: Buffett and Icahn’s Energy InvestmentsBuffetts energy play includes investing in spinoffs of companies hes already backed, while for Icahn, the energy sector comprises just 19% of his equity holdings.
September 02, 2014
The Market Dependency of Private Equity Funds: Searching for Alpha for September 2014PE funds are more market dependent than you might suspect. Here's why, and how, along with how the market indexes performed in August.
September 02, 2014
The Secret to Turning Prospects Into Clients? ListenAs an RIA I'm in the business of rendering advice and solving problems, so with prospects I ask questions and listen closely to the answers.
September 02, 2014
Fiduciary Advisors Are in Peril: How to Fight BackTo combat the Wall Street-Washington lobbying campaign, fiduciary advisors must state in the clearest possible terms what fiduciary advice means for investors.
September 01, 2014
Fixed Annuity Sales Rising in 2014, but Why Now?Since the equity markets have risen, VAs should be more appealing as a retirement income-planning product. So why are sales of fixed annuities up so sharply while VA sales have fallen?
September 01, 2014
The Ice Bucket Challenge and its viralityWhat it is and how to gauge the virality of this video "campaign".
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