Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
SMAX Update: Common characteristics of top advisors
By Daniel WilliamsBy the time you're reading this blog, I'll be in sizzling Las Vegas for a week of Senior Market Advisor Expo. A glance at The Weather Channel tells me the thermometer will hit 107 today.
August 20, 2010
FPA Announces Oct. 9-12 Annual Conference Keynote SpeakersThe Financial Planning Association has announced the three keynote speakers who will share their global and domestic financial perspectives at the FPA's October 9-12 annual conference.
August 18, 2010
MBA Says Mortgage Refinancings at Highest Point in Over a YearThe Federal Reserve's recent decision to keep the U.S. economy on track by buying longer-term Treasury notes already appears to have garnered at least one positive effect: the rate at which homeowners are refinancing their mortgages.
August 18, 2010
Actions speak louder than wordsThe 1960 presidential debates between Vice President Nixon and Senator Kennedy were the first nationally televised debates in presidential campaign history.
August 18, 2010
Actions speak louder than wordsThe 1960 presidential debates between Vice President Nixon and Senator Kennedy were the first nationally televised debates in presidential campaign history.
August 16, 2010
Piracy: Not just Shipping Vessels Are at RiskAttacks on cruising yachts are on the rise.
August 16, 2010
Gen Y'ers Face a Big Pile of Money Trouble: Western Union SurveyA financial storm may be brewing for the debt-laden, stressed young Americans who are part of the Generation Y demographic, according to a recent Western Union survey.
August 12, 2010
Morningstar Fund Flows for July Show Investors Shunning U.S. StocksInvestors continue to shun U.S. stocks and are increasingly putting their money into funds that feature bonds, commodities, and alternative investments, according to the latest research from Morningstar.