Advisors need a great elevator pitch – a calling card lasting only the length of time it takes to ride an elevator to the top of an average building, about 30 seconds.
Given its own policies, and those of the US, China is on track to become the world’s innovation leader. By the end of 2018, it will likely be apparent to all just how quickly and easily this latest chapter in the Chinese success story will be written.
In recent weeks Brent crude oil, the global oil benchmark, has shifted into backwardation – a state when spot prices are higher than prices for futures contracts, creating a downward-sloping curve for futures prices.
Most retirees pay Medicare premiums as a direct deduction from their Social Security checks. For those retirees, there is a “hold harmless” provision in the law that prevents an increase in Medicare premiums. However, certain individuals are not covered by this provision – and here are some strategies to prevent a sudden increase.
Matt is a $1.5 million producer. He has a new Porsche 911, Maserati and a 5,000 square foot house overlooking a valley. He has two beautiful kids, a gorgeous wife and no debt. He has it made. Except for the happiness part.
Volatility is remarkably low today, but it’s not likely to stay that way. Alternatives have the potential to provide diversification and reduce risk when markets get stormy again. But what’s the best way to design an alternatives allocation?
Investors have had mixed experiences with alternative investments lately, as the market landscape has made it hard for managers’ skills to shine. It’s time to ask some pointed questions to get the right fit.
Here are five steps you can use to turn Linked-In connections into business.
Referrals are 35% more likely to do business with you and will give you 25% more of their assets than an un-referred prospect. Many experts recommend making yourself more “referable.” But first you need to measure how referable you are.