Learn from the Ghosts of Markets Past
The 2008 crisis was almost ten years ago, but the market has recovered and surged upward by such a degree that many people have put...
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Hallelujah! Whiskey is Good for Your Health
It’s a happy moment indeed when you come home from work, put on your comfortable clothes, and settle into your favorite chair with...
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Is Bitcoin about to Burst?
We’ve all heard about Bitcoin mania; the cryptocurrency has skyrocketed by a multiple of almost 60 (!) in the past three years. But...
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Trends in Social Security Tax Management
Financial advisors are trusted to help clients reach better retirement outcomes, but in today’s shifting tax environment, this can...
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Advisors Can Fight Financial Crimes Against the Elderly
In 2006, we witnessed one of the highest profile-ever cases of elder abuse when Philip Marshall dropped a dime on his father for...
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Redefining the Family Office
The family office is a common structure in the wealth management business, and oftentimes financial advisors describe their...
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Hooray! Pasta is Good for You Again!
The pasta pendulum has swung again. For many years, pasta was a superstar, feted and devoured by athletes, health enthusiasts and...
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Learn How to Mini-Close
As advisors, we’ve been taught to always be closing. But many traditional closing techniques are ineffective with high net worth...
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CFA Institute Asks SEC to Clarify Fiduciary Standard
The CFA Institute, the world’s leading professional organization for investment professionals, has asked the SEC to take action to...
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Follow the Fed for Better Returns
Every investor knows the vital role the Federal Reserve plays in balancing the performance of the US economy. The Fed holds the...
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Wall Street Wants to Protect Your 401(k) from Hackers
Wall Street financial firms are banding together in a project known as Sheltered Harbor to protect bank accounts and investment...
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FINRA Priorities for 2018
The Financial Industry Regulatory Authority recently released its annual priorities letter, which touches upon some familiar...
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Content Marketing that Gets Results
Content marketing is all the rage, and for good reason. It’s an excellent way to draw attention to your company and its products or...
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The Robots Rise: Report from CES 2018
This year’s Consumer Electronics Show – CES 2018 – wrapped up in Las Vegas on January 12. Front and center this year, along with AR...
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Morning Workouts Yield the Best Results
If you’re anything like me, the notion of doing anything first thing in the morning is less than palatable. But it turns out that...
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Bombay Sapphire Sets Out to Find the Most Imaginative Gin Cocktail
Bombay Sapphire Gin set out to find the most imaginative and flavorful gin cocktail, bringing bartenders from all over the country...
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