Science Shows Timothy Leary was onto Something
According to scientists, psychedelic drugs like LSD and ketamine do cause the brain to enter a higher state of consciousness. A new...
Read more
Live Longer by Biking to Work
A recent study by the University of Glasgow found that biking to work is linked to a significantly lower chance of dying from...
Read more
The Clock is Ticking on Social Security Reform
Many Americans are concerned about the future of Social Security. The media is awash with claims that the program is bankrupt and...
Read more
Delay Makes DOL Rule More Likely
Despite efforts by the Trump administration to kill the fiduciary rule, the recent decision by the DOL to grant a 60-day delay in...
Read more
Are First-Born Children More Successful at Work?
The common view on birth order is that oldest children are more responsible, middle-children are ignored, and the baby of the...
Read more
The World’s Greatest Roads for Epic Trips
Among all the great and romantic endeavors man (or woman) can undertake, few offer the freedom and adventure of the open road. Who...
Read more
America’s Best Artisinal Whiskies
Dale DeGroff, founder of the Museum of the American Cocktail, has strong opinions on American whisky. He notes that there are many...
Read more
Be Aware of IRS Changes to the Estate Tax Lien
Over the past nine months, the IRS has made changes to the procedures relating to lien releases. Last June, with no announcement...
Read more
Let Your Clients Know You’re “Open for Business”
Client referrals are a valuable source of business, but you might not be receiving as many as you could. It’s essential to let your...
Read more
Discuss Longevity Planning with Your Clients
According to statistics from the Social Security Administration, Americans are living longer than ever. Indeed, the average...
Read more
The Socialite’s Guide to Doing Up the Derby in Style
Every year on the first Saturday in May, we’re treated to one of the most magnificent spectacles in sport – the Kentucky Derby. If...
Read more
The Wealthiest Counties in the United States
Tax returns are a rich source of demographic information, and Bloomberg recently studied tax returns across counties in the U.S...
Read more
Advisors Need to Take the Lead in Estate Planning
More than half of adults in the United States don’t have an estate plan, according to a recent study from BMO Wealth Management...
Read more
Is California’s Estate Tax Proposal for Real?
So far this year, the California legislature has had two goals. The first is stand up to the Trump administration, while the second...
Read more
Questions to Personalize the Client Experience
What sets top advisors apart from the field? Is it the number of client meetings, the perks they offer? Oftentimes, it’s the level...
Read more
Assessing the Risks of Premium Financing
If there’s one thing successful investors and business people understand, it’s the multiplicative power of leverage. For a...
Read more