Fixed Income
News and analysis of fixed income markets including the key factors affecting performance such as interest rates, Federal Reserve policy and the state of the economy.
Keep your cool, close with confidence
By Kelly ShawThe summary trial close is the final step in closing the sale, which I identify as the "element of hurry." It consists of two parts. First, summarize and review the main points of your presentation. List all the features and benefits that they have
March 07, 2008
Feds Could Lighten Trust Unrelated Income PenaltiesRelief could be on the way for charitable remainder trusts that intentionally or unintentionally earn substantial amounts of unrelated business taxable income.The Internal Revenue Service ...
March 01, 2008
Making your income predictableThe following is based on one of The Covenant Group's clients, Colin. All of the names and telling details have been changed. When Matt helped Colin prepare his income and expense pro forma, he gave him the solution to his greatest business
February 29, 2008
Making your income predictableThe following is based on one of The Covenant Group's clients, Colin. All of the names and telling details have been changed. When Matt helped Colin prepare his income and expense pro forma, he gave him the solution to his greatest business
February 11, 2008
Incapital to Buy LaSalle from BofAIncapital LLC says it has struck a deal with the Bank of America to acquire LaSalle Broker Dealer Services Division; the purchase could be completed as early as March 30. "Corporate issuers, broker-de
February 05, 2008
Kaiser: Even High-Income Consumers Skimp On CoverageFewer than half of high earners with children and no access to group health coverage buy their own individual or family coverage.Even in families with ...
February 05, 2008
Kaiser: Even High-Income Consumers Skimp On CoverageFewer than half of high earners with children and no access to group health coverage buy their own individual or family coverage.Even in families with ...