Fool's gold and Covered California
By Craig GottwalsIs that good rate news for real? The author says it's not what it seems.
August 04, 2014
Warren Buffett’s Huge Pile of CashWhen Buffett sits on more than $50 billion, it's time to worry about corporate America's enormous cash pile, Leonid Bershidsky says on Bloomberg View.
August 04, 2014
What Bill Walsh can teach advisors about successIt may seem counterintuitive that you could actually win more (in sports, life or business) by focusing less on the win. But its true.
August 04, 2014
Minimizing the 3.8% Medicare Tax From Retirement Account DistributionsAdvisors can prove their worth in helping clients minimize the impact of the new 3.8% net investment income tax that can come from retirement accounts.
August 04, 2014
How an Advisor Can Outsource Money Management While Staying InvolvedManaging money on your own takes a lot of work, but this outsourcing strategy allows me to stay involved while using the best managers.
August 04, 2014
What Hogwarts and the Advisor Network Summit have in commonOne is imagined; the other one is happening August 13 to 15 at the Venetian in Las Vegas. Yet they're not as different as they may appear.
August 04, 2014
“I Hate Using the Phone!” …and other Reasons to Rethink Your BusinessWhy on earth would a person choose to become an advisor if they had no control over their day-to-day activities?
August 01, 2014
FINRA Move on Brokers' Expungement a Good First StepOver the past five years, state securities regulators have used the CRD and IARD public records to weed out more than 20,000 bad actors.
Commentary