Blog

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

Financial Advisors 3/10/2020

Script For Preparing Yourself & Clients For The Next Market Decline

Here is a brief Market Decline Prep Script you can use now, while the market is still relatively high, with each of your clients. You can also use ...

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Market Opinion 3/5/2020

Three Data Points For You To Consider On The Coronavirus

In our Calm, Steady, and Common Sense series, we endeavor to bring you information to help you through the current market that may be helpful in ex...

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Financial Advisors 2/25/2020

Why Investors Should Pay for Advice

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ...

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Financial Advisors 2/11/2020

17 Reasons Financial Advisors Should be Proud of Their Profession

In this post, 17 inspirational and motivational opinions on the financial advising industry are laid out for our financial advisors to read.

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Financial Advisors 2/6/2020

Even with Hindsight, Investing is Hard. On the Other Hand, Is It?

Hypothetically, let us say that as a financial advisor on October 9, 2007, you had a client with $1 million to invest who would need use of that mo...

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Financial Advisors 1/23/2020

MUST READ: Did One Of Your Married Prospects or Clients Die in 2019?

As you know, as of January 1, 2020, non-spousal IRA beneficiaries lost their ability to stretch their required minimum distributions over their own...

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Financial Advisors 1/21/2020

Avoiding a Potential 401(K) Rollover Tax Trap in 2020

What if you could convert ordinary income for a portion of a 401(K) rollover to capital gains? Would that have a benefit?

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