Blog

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

Financial Advisors 2/23/2021

How is Cryptocurrency Taxed?

Before investing or trading in that cryptocurrency for your newest purchase, you’re probably going to want to ask yourself this: how is it taxed?

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Financial Advisors 2/16/2021

How Wealthy Clients Could Achieve Early Retirement

Last year was a rough year for many people. People think about their own mortality. Jobs no longer seem secure. Your client tells you they want to ...

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Financial Advisors 2/9/2021

How Do I Respond to a Client's Questionable Investment Ideas?

If I had a dollar for every time a client approached me with a dubious investment pitch, it would cover a few coffee orders.

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Financial Advisors 2/1/2021

A Game Stopper in Less Than 180 Seconds

For the longest time I thought that GameStop was an intervention group for parents whose children obsessively play video games. Just Kidding!

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Financial Advisors 1/26/2021

10 Ways to Get Clients to Change Their Habits

Whether you're helping a client plan their financial future or file their taxes, bad habits can throw a monkey wrench into the process. Financial g...

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Financial Advisors 1/19/2021

16 Financial Planning Questions to Answer in 2021

Many clients don’t see the need for financial planning. They earn more than they spend. What could possibly go wrong?

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Financial Advisors 12/31/2020

2020 Year in Review

Sal Capizzi identifies the critical element of 2020 for most of you and especially for your clients.

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