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

Client Acquisition 11/9/2020

Simple Digital Marketing Tips to Grow Your Practice

This post was authored by Paul C. Ragone. Paul C. Ragone is a Investment Advisor Representative of, and Security and Investment Advisory Services ... READ MORE

Trust 11/5/2020

Simplifying Nevada Trusts | Part 3: Control vs. Beneficial Enjoyment

In part 3 of Dunham's Simplifying Nevada Trusts series, Jeffrey Dunham and Ann Rosevear pick apart these two concepts and describe in their own wor... READ MORE

Financial Advisors 11/3/2020

Are you Surprised by What is Missing in the Securing a Strong Retirement Act of 2020?

On October 27, 2020, the Ways and Means Committee introduced the Securing a Strong Retirement Act of 2020. READ MORE

Trust 10/29/2020

Simplifying Nevada Trusts | Part 2: Earning the Trust of Wealthy Prospects

Everybody wants to pay minimum taxes, everybody wants the family to get along in terms of legacy planning. READ MORE

Financial Advisors 10/28/2020

Quick Guide to New 2021 Tax and Qualified Plan Changes

On Monday, October 26, 2020, the Internal Revenue Service issued Notice 2020 – 79 announcing income range increases in 2021 for determining eligibi... READ MORE

Financial Advisors 10/23/2020

Fanfare for the Uncommon Bear

Majestically, the trumpets blared on March 12, 2020 as the Bear, who had been hibernating for almost 11 years, awoke and now menacingly walked down... READ MORE

Trust 10/22/2020

Simplifying Nevada Trusts | Part 1: Why Nevada?

If you live in a high income tax state, you probably lean forward when you hear Nevada because of its zero state income tax and because of its dyn... READ MORE

Trust 10/21/2020

Simplifying Nevada Trusts

This six part series is meant to help YOU get to YES with your wealthy clients when discussing topics related to trusts. READ MORE

Financial Advisors 10/20/2020

It is Time to Focus on Taxes Now

As the situation stands today, even if President Trump is reelected, the estate tax exemption is set to sunset in 2026 from $11.58 or $23.16 millio... READ MORE

Financial Advisors 10/13/2020

Go to Cash Before the Presidential Election?

Like an old Jerry Lewis telethon (younger professionals reading this are asking who is Jerry Lewis and what is a telethon?) my phone started ringin... READ MORE

Sales Development 10/6/2020

9 Phrases to Get Prospects Talking

Seeking to develop initial relationships, we need to get conversations going. READ MORE

Trust 9/29/2020

Doing Well, While Doing Good

Whether it is the place you worship, the school you went to, or an organization you are passionate about, heartfelt gifting may not only occupy a c... READ MORE

Financial Advisors 9/22/2020

How to Stop Client Errors Before They Cost Time and Money

It's the start of the fourth quarter, and there's no better time than now to check in with your clients and work with them to ensure there are no m... READ MORE

Financial Advisors 9/15/2020

Confusion and Misconception Abound: Helping You Set the Record Straight.

In my humble effort to provide support, let me review some of the finer points of social security, all fully sourced, so you can combat the misconc... READ MORE

Financial Advisors 9/8/2020

Should I Become a Financial Advisor?

Are you considering a career as a financial advisor? Gaining insight before diving into a job is invaluable for navigating unfamiliar waters. READ MORE

Client Acquisition 9/1/2020

Does Community Involvement Have a Business Payoff for Advisors?

You’ve got to be in the right place at the right time. Woody Allen observed: “80% of success is showing up.” READ MORE

Free Time & Leisure 8/25/2020

10 Things You Can Do When You Don’t Feel Like Working

There are days when your “Get up and go” just “Got up and went.” Every day has the potential to be the best day of your career. READ MORE

Financial Advisors 8/18/2020

6 Tips for New Financial Advisors

Starting a career as a new financial advisor is both exciting and daunting. Are you passionate about learning more, building your portfolio, and de... READ MORE

Client Acquisition 8/11/2020

How I Engage With New LinkedIn Connections (Without Scaring Them Away)

Everyone wants to know how to turn LinkedIn connections into business. Many advisors are good at getting first-level connections, but what do you d... READ MORE

Sales Development 8/4/2020

3 Local Influencers You Want to Know

Knowing people is good. Knowing certain people may be better. Centers of Influence. We basically define them as people who can send business to us. READ MORE