New (and favorable) long term care rules…
How to showcase your retirement planning expertise…
How to recognize a boom, so retirement isn't a bust…
10 tips to make charitable giving count…
Many believe the recruiting environment in the broker/dealer space is the best it's ever been.…
We've heard about hedge funds and the global quantitative unwinding they've caused…
The repeal of the estate tax is ready to sunset, and it's doubtful the Obama administration will have it rise again.…
Due to a recent decline in disposable income (to put it mildly), clients might feel long term care insurance is a "luxury" they can no longer afford.…
Any good psychiatrist will tell you recognizing destructive behavior is the first step in correcting it. In a slight departure from the normal Checklist format, we highlight seminal works on the topic of irrational investing; behavior that can kill a portfolio. Courtesy Jonah Lehrer of the Wall Street Journal, you'd be wise to recommend them to your boomer clients - and to read them yourselves.…
If they seem obvious, ask yourself why so many clients (and too many advisors) continue to make the same insurance and financial planning mistakes over and over. Here are some of the more common — and what can be done about them —…
Most business owners spend the majority of their time and effort building and maintaining wealth in their privately-held businesses, and not enough on the transition out. John Leonetti, managing director of Boston-based Pinnacle Equity Solutions…
We turn to rollover expert Mark Lamkin of Louisville, Ky.-based Lamkin Wealth Management to help identify the most common mistakes made by boomers and their advisors. Assets that took a lifetime to build can be taken in an instance if even the…
Establishing a profile in the media can be an important business development tool — it builds credibility with boomer clients and is an effective way to differentiate you from the competition. But reporters can be elusive and securing coverage…
In keeping with this month’s theme (and to ensure your client doesn’t chase performance overseas) we offer the following five steps to better international investing, courtesy of Morningstar’s Bill Rocco.
Keep your near-term…
Your boomer clients continue to evolve, but one thing that stays with them is their flower-power sensibility, and the desire to make a lasting, positive impact on the world around them. Charitable giving expertise is now crucial to success within…