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.
The advisor as therapist
By Scott HalfordWho says that being a financial advisor isn't a little like being a therapist? For instance, if you don't know the difference between an emotional request and a rational (intellectual) one, you'll be blindsided by the emotional
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March 02, 2009
Connecting the [Tech] DotsAdvisors attending TD Ameritrade's Institutional Partnership Conference in Las Vegas last month got a first look at AdvisorConnect, a new technology that links three leading industry applications and services within a single platform.
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.