Clik here to view.
Party like it’s 1999? Not with your Investments
VIEWPOINTS: Dawn Bennett, CEO and Founder, Bennett Group Financial Services; “Party over, oops out of time?” I wasn’t dreamin’ when I wrote this, but these financial markets in the U.S. are beginning...
View ArticleClik here to view.
The Value of the Philanthropic Conversation; An Important Advisor and Client...
VIEWPOINTS: Susan Winer, Co-Founder and Senior Vice President, Strategic Philanthropy, Ltd; There’s an old saying: “the only things certain in life are death and taxes”. As the 4th quarter of the year...
View ArticleClik here to view.
Retirement Planning Doesn't Require a Windfall
VIEWPOINTS: Robert Pagliarini, President, Pacifica Wealth Advisors; There were once two families that lived next to each other. One received a $2 million inheritance. They traveled, had a nice boat and...
View ArticleClik here to view.
The Financial Services Industry in 2030
VIEWPOINTS: Matt Lynch, Principal, Tiburon Strategic Advisors; The new millennium entered quietly, the Y2K crisis averted. The market was optimistic and pleased with the AOL and Time Warner merger, and...
View ArticleClik here to view.
How to Coach Clients on the Rising Cost of College
VIEWPOINTS: Craig Johnson, Supervising Director, 1st Global; Only the cost of fuel oil and gasoline has risen more than the cost of college tuition over the past 10 years, rising a staggering 88...
View ArticleClik here to view.
The Right Investment Vehicle
VIEWPOINTS: Craig French, Portfolio Manager, WBI Investments; I’ll bet your current car is a lot safer and more reliable than that first one. A car is a motor vehicle you use to reach your destination....
View ArticleClik here to view.
Saturn, Hannah Montana, and Reasonable Savings Rates
Things that have changed for advisors since the financial crisis VIEWPOINTS: Denis M. Horrigan, Partner and Director, Connecticut Wealth Management; Sometimes it feels like just yesterday, but the...
View ArticleClik here to view.
Is the End Near for Long-term Care Insurance?
VIEWPOINTS: Jason Allen, Annuity and Insurance Planning Consultant, 1st Global; Add together prolonged low interest rates to advances in both health care and life expectancy, sprinkle in spiraling...
View ArticleClik here to view.
Tangible Wealth and the New Wealth Effect
VIEWPOINTS: Scott Walchek, Founder, CEO, and Chairman, Trōv; Most of us are familiar with the Wealth Effect: when people perceive themselves to be richer, they spend more. This personal wealth pendulum...
View ArticleClik here to view.
Health Wealth Convergence: An Opportunity for Advisors - Part 1
VIEWPOINTS: Shelby George, Practice Leader, Benefits Solutions, Manning & Napier; It is no secret that today’s advisors face a fiercely competitive business landscape that requires a differentiated...
View ArticleClik here to view.
Winning by Not Losing: Year-End Tax Management for the High-Net-Worth Client
VIEWPOINTS: David Reyes, founder and Chief Investment Officer, Reyes Financial Architecture, Inc.; Warren Buffett may or may not have had taxes in mind when he uttered this quotable phrase, but...
View ArticleClik here to view.
Hedge Fund Industry may be effected by Judge's ruling allowing the City of...
VIEWPOINTS: Don Steinbrugge, Chairman, Agecroft Partners; Judge Steven W. Rhodes’ ruling that the City of Detroit is officially bankrupt and that pension benefits for public pension fund beneficiaries...
View ArticleClik here to view.
Health Care Reform for Advisors Part II: Tax Considerations of the ACA
VIEWPOINTS: Shelby George, Practice Leader, Benefits Solutions, Manning & Napier; As we noted in part one of this series, since its passage, the Affordable Care Act (ACA) has been a near-constant...
View ArticleClik here to view.
Why We Blow Our Tax Refunds
VIEWPOINTS: Robert Pagliarini, President, Pacifica Wealth Advisors; Each year about half the country gets to experience a "sudden wealth" event in the form of a tax refund.read more
View ArticleClik here to view.
Financial Advisors Don't Have to Retire
There Are Options They May Not Be Aware Of! VIEWPOINTS: Rick Rummage, Founder and CEO, Rummage Group; It’s 5 a.m. and Roberto is pushing through the rolling 3 ft. waves outside of Miami heading...
View ArticleClik here to view.
Setting Sail on the QE Express
VIEWPOINTS: Dawn Bennett, CEO and Founder, Bennett Group Financial Services; I’ve been managing money for over 25 years and rarely have I seen the level of craziness and insanity in both our politics...
View ArticleClik here to view.
2014 Estate Planning: Should I Take Advantage of Portability?
Beth Shapiro Kaufman, Anne J. O'Brien, Megan E. Wernke, William D. Fournier VIEWPOINTS: Caplin & Drysdale; As part of the American Taxpayer Relief Act of 2012, Congress made permanent the...
View ArticleMeeting the Financial Planning Needs of Women Clients
VIEWPOINTS: Cindy Scott, Manager, 1st Global; Think of the best relationship you have with a male client. He’s been with you for many years and you consider yourself "old friends." How is your...
View ArticleHave A Plan of Attack For 2014
VIEWPOINTS: Rick Rummage, Founder and CEO, Rummage Group; When I was an advisor, I was often shocked to discover that many of the advisors I worked with didn't know their production and that very few...
View Article6 Tips to Spend Your Inheritance
VIEWPOINTS: Robert Pagliarini, President, Pacifica Wealth Advisors; So the will says you're coming into money. There are 20,000 or so estates worth more than $20 million that are transferred each year,...
View Article
