11 Reasons to Call Clients Now
By Bryce SandersThink of clients as people with shared interests, and bring them interesting information.
September 18, 2024
10 Risky Stocks to Avoid: MorningstarWhile most of these stocks come from good companies, they're trading far above what they're worth, analysts find.
September 18, 2024
12 States With the Lowest Property Tax Rates: 2024What homeowners pay can vary widely, the Tax Foundation reports.
September 17, 2024
8 Useful Phrases That 'Plant a Seed'To get your client or prospect to take the next step without sounding aggressive, plant an idea.
September 16, 2024
Top 10 Dividend Stocks to Buy Now: MorningstarThe research firm favors stocks with durable dividends, and investors should buy them when they are undervalued.
September 13, 2024
15 Best Countries for Retirement Security: 2024The U.S. dropped two spots in Natixis Investment Managers' annual ranking.
September 12, 2024
9 New Tax Projections for Retirement Planning in 2025Several key numbers tied to IRAs, capital gains and gift taxes are adjusted annually.
September 12, 2024
Top 12 States for Retirement Income NowThe Census Bureau has posted torrents of new data about how Americans are doing.