10 Reasons to Call Clients Before Labor Day
By Bryce SandersClients may not have given their investments much thought during the summer. Remind them that you have.
August 22, 2022
Think Markets Are Bad Now? Look Back in TimeDepressing starts to a year have sometimes reversed intra-year, even in abysmal social, political and economic conditions.
August 22, 2022
Regulators Ask for Advice About Indexed Universal Life IllustrationsOne option on an NAIC panel's list is to leave the current rules alone.
August 22, 2022
IMG Adds Coverage for U.S. Visitors With Health ProblemsThe policy is available to travelers under the age of 75.
August 22, 2022
Is a 40-Year Mortgage a Wise Choice?These mortgages are offered by some online lenders and small banks, but aren't backed by Fannie Mae or Freddie Mac.
August 22, 2022
Want a Better IRS? Simplify the Tax CodeThe Inflation Reduction Act expands its funding by $80 billion over ten years, but that move raises some serious questions.
August 22, 2022
How Suze Orman Is Investing Now"America's Matriarch of Money" tells ThinkAdvisor how a life-changing experience made her rethink her portfolio.
August 22, 2022
Kitces: The 5 Most Important Traits Investors Should Seek in an AdvisorWhat prospective clients shouldn't ask advisors: "What percent return should I expect if I hire your firm?"