Using Qualified Plan Dollars to Buy Life Insurance
By William H. Byrnes, Robert BloinkFor your small-business-owner client, this strategy can ease the transition of the business upon the owners exit. Watch the details, however, especially on taxation.
August 18, 2014
One Golf Course That's Great for Stock TipsThe Oakley Country Club in Watertown, Massachusetts, would seem to be the biggest hotbed of alleged insider trading since SAC Capital.
August 15, 2014
3 Key Steps to Jump-Start Your Business Using Social MediaAdvisors who set aside just a small amount of time can maintain their social media presence and reap the rewards of new clients.
August 15, 2014
Aging Clients Mean Booming Market for Liquid AltsOlder clients with lower risk tolerance are fueling the growth of liquid alternative mutual funds, but their promise also holds peril.
August 15, 2014
A key financial lesson to be learned from seniorsWe must continue to explain that 401(k)s and regular IRAs are the foundation of great retirement planning.
August 15, 2014
The Four Traits of the ‘Perfect Advisor’While investors may have a hard time finding "perfect" advisors, is there another trait they should be seeking?
August 14, 2014
Herm Edwards on leadership, preparation and legacyESPN analyst Herm Edwards kicked the motivation factor up a notch at the 2014 Advisor Network Summit in Las Vegas.
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