Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
Delivering a memorable presentation (Part I)
By Kerry JohnsonWhen I heard him the first time, I was impressed. He caught the group's attention from the first moment with an old joke that somehow gave the audience belly laughs. Coach and TV commentator Lou Holtz. didn't give any earth-shattering
March 01, 2009
Giving Back: A Firm of PhilanthropistsTHIS MONTH'S HONOREE The individual: Todd Morgan & Bel Air employees The firm: Bel Air Investment Advisors The cause: New Millennium Secondary School, Habitat for Humanity, City of...
March 01, 2009
The Silver CrisisThis is a story of speculative excess and backlash. It involves commodity prices surging and then plunging, risks spreading through interconnected markets, and financial institutions...
February 01, 2009
Wisdom, Not Necessarily ConventionalOne of the things that I've come to realize about "conventional wisdom" is that while it's most certainly conventional, it often contains little wisdom. One...
February 01, 2009
The Uncertainty PrincipleI was thinking of starting this column on how to deal with uncertainty with a line like "We live in uncertain times," but it occurred...
January 31, 2009
The psychology of people placementLet me tell you about an article I read recently in the Wall Street Journal. The article was talking about the major brokerage firms and their clients with $1 million or more being managed by the firm. They said that just over 80 percent of these
January 30, 2009
Firm Markets Plan Participant TrainingA financial representative has established 401KTrainers.com Inc., a firm that can help employers educate 401(k) plan members about their plans.
January 01, 2009
Accounts That Keep On GivingMore advisors are talking about philanthropy these days, but it's still an open secret that the clients are often the ones who have to get...