Efficiency Experts
By Staff WriterAs clients begin preparing their tax returns, their focus should be not only on 2003, but also on managing their tax liabilities for 2004 and...
March 01, 2004
Struggle for SurvivorshipLately, trying to sell survivorship life insurance has been like trying to sell a rain poncho on a cloudless day--sure, people may need it someday,...
March 01, 2004
Heaven or HellFinancial advisors love joint ventures. They are perceived as a low-cost, low-risk way to expand an advisory business, and some firms have "proved" this theory...
March 01, 2004
Once Burned, Twice ShyWill the economy keep getting stronger, or are we in for a double-dip recession as in 1981-82? Will the market keep moving up, or will...
March 01, 2004
Mortgage MessOver the past few years, numerous advisors, independent broker/dealers, and brokers have formed relationships with mortgage lenders to help serve their clients better and pull...
March 01, 2004
Take a StandWatching the Iraq air war cov-erage on CNN, viewers may have gotten the impression that our military has pilots who merely select a target, point,...
March 01, 2004
The E&O CrisisThe market may be up, but there are challenges aplenty facing advisors in the current regulatory climate. The Securities & Exchange Commission, National Association of...