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
Sector SPDR ETF Flows Indicate Sentiment
By Kate McBrideETFs are proving their worth as an easy and inexpensive way to provide allocations to diverse asset classes, the ability to go long or short a market or industry sector, and a way to hedge concentrated long positions in corporate executives' stock.
April 01, 2009
The Wired WealthyWhen it comes to the wealthy, the higher up you are on the asset scale, the more likely that you'll be using a mobile device...
March 31, 2009
Due diligence? Get serious (Part II)Last month, I discussed how due diligence went past due in our business ... with devastating results. This month, I'd like to talk about the resurgence of due diligence--and what it all means. Clearly, the lack of due diligence has
March 31, 2009
Live Long and ProsperIn addition to all the other balls the Obama administration is currently juggling, it looks as if it also plans to prevent the possibility of ...
March 01, 2009
Growth Through Strategic AlliancesOf three main routes to business growth -- capturing additional assets from existing clients, getting new clients via referrals from existing clients, and forming strategic...
February 24, 2009
Estate Planning for Same-Sex and Unmarried CouplesSame-sex couples and heterosexual unmarried couples are increasingly visible, vocal, and currently comprise a large segment of our nation's population.
February 23, 2009
Estate Planning for Same-Sex and Unmarried CouplesSame-sex couples and heterosexual unmarried couples are increasingly visible, vocal, and currently comprise a large segment of our nation's population.
February 02, 2009
Estate Planning Is More Than A Numbers GameDuring my quarter-century of advanced sales consulting, I've heard life insurance agents make some variation of the following statement literally hundreds of times: "I've got a guy who's worth $20 million...