10 Commandments for Investing in 2024
By Bryce SandersA good advisor gives clients the right views on market events and adds value, whether stocks are headed up or down.
January 29, 2024
Why Vanguard's Bitcoin Stance Is a Good Move: MorningstarThe move by the fund giant is in line with John Bogle's view that investors "avoid bitcoin like the plague," wrote John Rekenthaler.
January 29, 2024
Ex-IRS Contractor Who Leaked Trump & Billionaires' Tax Data Gets 5 Years in PrisonEarlier, Charles Littlejohn admitted to taking tax information about thousands of wealthy Americans, like Jeff Bezos, and passing it to ProPublica.
January 29, 2024
Spot Bitcoin ETFs Are on a Rough Trail. Life and Annuities Were ThereThrough the centuries, many monetary innovations have cycled through ups and downs. Cryptocurrency is just the latest.
January 29, 2024
4 Ways to Explain the Fixed Annuity Value PropositionA veteran advisor shares his strategy for helping clients understand what these products can do.
January 29, 2024
9 Ways to Use a Give-to-Get Strategy to Nurture ReferralsTo benefit from others' favors, do favors yourself.
January 29, 2024
Raymond James Revamps Independence Plus PlatformIt has expanded services for transitioning advisors, who can now pick and choose more options for how they set up, run and grow their firms.
January 29, 2024
Federal Court Rules in Favor of Allstate in Privacy CaseThe suit is part of a big wave of California cases aimed at companies that used standard traffic analysis services.