Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Letter to Survivors
By Bill GoodNo matter what the market climate, some FAs will survive. And of the survivors, some will get rich. Even though there are more frowns than...
March 01, 2009
Will Obama's Plan Rebuild the Economy?In the 1920s, when the Soviet government was confiscating hidden gold, foreign currency and jewelry from previously wealthy citizens, a joke was making the rounds. An...
March 01, 2009
Rethinking RiskFor many clients, the years prior to 2007 were very good. Portfolio returns were pleasing and they didn't have to pay much attention to their...
February 27, 2009
The Obama Budget: The Effect on College Savings ProgramsTax credits, grants, and a Federal takeover of student loans are on their way or proposed
February 17, 2009
My Poor Rich Uncle: College Loan Company BankruptThe private loan company files Chapter 7
February 17, 2009
College Savings Watch: Stimulus Bill Permits Use of 529 Funds for ComputersExpands permitted use of college savings vehicle for student computer purchase
January 16, 2009
Research Contributing Editor David Drucker, CFP, is an expert on technologyResearch Contributing Editor David Drucker, CFP, is an expert on technology and other aspects of the financial-services industry.