On the Third Hand: Metrics
By Allison BellMaybe we should measure PPACA's effects with something other than a sledgehammer.
May 07, 2013
The New Investment Tax: Don’t Let Clients Be Snared by the Passive Activity TrapYou and your clients may have mastered the obvious points of the 3.8% tax on investment income, but this complicated set of tax rules affects more than income from traditional investment vehicles.
May 06, 2013
How to Take the ‘Gamble’ Out of Retirement PlanningThe financial services industry has plenty of reasons to look at 12(b)-1 feesespecially when it comes to the need for client-friendly arrangements.
May 06, 2013
Show your true colorsFixed annuities are a valuable retirement insurance product. There is no need to mislead consumers with deceptive designations.
May 06, 2013
Show your true colorsFixed annuities are a valuable retirement insurance product. There is no need to mislead consumers with deceptive designations.
May 06, 2013
LTCI Watch: PromisesHonesty about uncertainty is kinder than making promises you can't necessarily keep.
May 06, 2013
LTCI Watch: PromisesHonesty about uncertainty is kinder than making promises you can't necessarily keep.
May 06, 2013
Protecting Your Clients From Risk in Reverse ConvertiblesIn a recent post I mentioned that I was buying reverse convertibles to capture yield. Of course the question of risk aroseWhat happens if the price of the stock falls below its buffer?
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