Balancing Yield and Risk in a Changing World
Enhanced yield is still available – a selective and broad approach is key.
The Unexpected Way Advisors Can Boost Profits
I have plenty of time in my schedule, which permits me to take on new business, expand my writing and engage in other work-related activities. Here’s my secret, which I’m happy to share.
The Other Side of Sexual Harassment
The focus of the sexual harassment issue is on women being victimized by men. I, however, have been victimized by women in business as well as personally.
How Advisors can be Great Storytellers
The most successful sales people and advisors effortlessly build quick and strong personal connections with clients. By being great storytellers they come across as more empathetic, human, and personable.
Why Referrals are Down – and What to Do About It
Advisors tell me referrals are “drying up” – and industry data backs this up. Here are the reasons behind this trends and what advisors should do to restart the flow of high-quality referrals.
Why Target-Date Funds are Out of Date
The following are some commonly asked questions and concerns I’ve heard from advisors about 401Ks, target-date funds and retirement.
The Unambiguous Tax Deferred Retirement Account
This article is in response to Kerry Pechter’s article, The Ambiguity of Tax Deferral. In contrast to the idea that there are different, but valid, ways to look at traditional tax-deferred 401(k) and IRA accounts, I show that there are right and wrong conceptual models. Wrong models lead to wrong decisions and do not explain outcomes.
The Best Strategy for Retiring Without Adequate Savings
Most research on retirement strategies assumes that people have saved adequately. But data on household savings shows that many households fall short, and will need to call on relatives or other sources for support. This raises questions about the best withdrawal or annuity strategies when savings are insufficient. It turns out that which strategy works best is different than for adequately funded retirements.
Why being authentic is best for connecting with clients
7 tips to keep clients happy
Five Lessons the CIA Learned from ISIS and Al-Qaeda
We decided to remove this article, particularly in light of the tragic event in New York City this morning. We were reporting on a talk given by John Brennan, a former CIA director. But, in retrospect, we believe it is inappropriate to take lessons from organizations like Al Qaeda and ISIS. We apologize for publishing this article.
Eight Questions to Answer When Naming Your RIA Firm
Ever since I wrote my last article about naming an RIA firm I’ve been inundated with requests to review firm names. I appreciate that! But I also want to clarify what you need to understand about your brand before you can come up with the words to capture it.
Gundlach: The Goldilocks Era is Over
Easy monetary policies during the post-crisis period have propelled equity prices higher and driven bond yields lower. But as central banks reverse their quantitative easing (QE) and raise rates, this “Goldilocks era” will come to an end, according to Jeffrey Gundlach.
The Hidden Cost of the FIFO Rule; How Long will Growth beat Value?
With changes coming to the tax code, we look at its impact on investors and how long growth stocks will continue to outperform their value counterparts.