Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

Financial Advisors 5/11/2021

10 Ways to Be Politely Persistent

Polite persistence means staying on the prospect’s radar screen without being annoying. This is a longer-term strategy, but it’s employed with many...

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Financial Advisors 5/4/2021

Financial Advisor Designations: Which Acronym is Best for You?

It’s no secret that the financial world is filled with acronyms. However, it can feel like a secret when you have to decipher each and every meaning.

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Financial Advisors 4/27/2021

Update: IRS Says “Oops” About Their IRA Error

Last week an IRS spokesperson said the calculations shown in IRS Publication 590-B are incorrect and will be revised.

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Financial Advisors 4/20/2021

It's Time to Discuss the 99.5 Percent Act With Your Clients

Senator Bernie Sanders has introduced a bill called the “For the 99.5 Percent Act.” This bill will include a change in the estate tax exemption tha...

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Financial Advisors 4/15/2021

SECURE Act 10-Year Rule May Require Annual RMDs

Since the SECURE Act’s passage in 2019, the industry has worked under the assumption that the 10-Year rule provided designated beneficiaries with o...

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Financial Advisors 4/13/2021

Building Your Business Post-COVID May Seem a Lot like Pre-COVID

As we emerge from the COVID era, you may find that people are eager to meet with you, to shake your hand. You may begin to see a keen interest in b...

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Financial Advisors 4/6/2021

How Financial Advisors Use Backlinks to Improve Their Website's SEO

SEO for financial advisors comprises of many strategies. Here are 5 ways to get backlinks to boost your website’s search ranking and bring more tra...

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