3 Tips for Preparing Clients to Spend Their Retirement Savings
By Chris Radford"Decumulation" shouldn't be a word that clients are introduced to on their 65th birthdays.
August 22, 2018
IRS Nixes Anticipated Pass-Through Tax Deduction WorkaroundsIn new regulations, IRS has identified and prohibited several potential strategies for maximizing the Section 199A deduction.
August 13, 2018
Identify the Best Active Equity FundsFunds that consistently pursue a narrowly defined investment strategy while taking high-conviction positions outperform.
August 01, 2018
Clock Is Ticking on SLAT Estate Tax ExemptionThe tax reform law shields even super wealthy clients from the federal estate tax, but it also created a "fiscal cliff" situation, meaning that the current exemption will expire.
July 30, 2018
What's in Your Technology Report Card?Advisors are in the business of measurement, so they also should ask users to grade how well firm technology systems perform.
July 30, 2018
Keeping Your Clients' Home Investments 'Dry'Water damage to a home can be expensive. Here are some simple prevention tips advisors can offer clients.
July 30, 2018
SEC Clarifies 'Inadvertent Custody'The staff of the U.S. Securities and Exchange Commission's Division of Investment Management recently released updated guidance to what advisors know…
July 30, 2018
Sustainable Bonds: A Major Investment ShiftNew corporate bond issues have outpaced equity issues eight fold since 2006. And ESG has become a key way to evaluate them.