Borrow and Invest the Difference
By Staff WriterAs financial planners know, an important part of any high-net-worth client's financial picture is the effective use of life insurance. And while these affluent clients...
June 01, 2003
Swimming UpstreamNow that we're in the fourth year of a bear market, it's getting more and more difficult for broker/dealers to make a buck. Data culled...
June 01, 2003
Youthful DiscretionUnless you've been living under a rock for the past few years, chances are you've heard some industry pundit espousing the idea that you should...
June 01, 2003
What You Need to Know About Your E-mailIf securities regulators were to start enforcing e-mail retention rules today, independent advisors would in be big trouble. Based on my recent conversations with advisors...
June 01, 2003
Small Is BeautifulFor many of us, "bigger is better" isn't just a saying. It's a creed we wholeheartedly endorse. In a land of super-size fries, jumbo mortgages,...
June 01, 2003
Cashing InWith the economy continuing to struggle, and with inflation low--maybe too low--the Federal Reserve will likely keep short rates low for an extended period, perhaps...
June 01, 2003
Tapping Into Middle AmericaAfter seven years of watching clients approaching retirement waltz into his office with no previous history of working with an advisor, Frank L. Netti, a...