Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Client Acquisition 6/22/2021
You cultivate friends. You talk with prospects. Today they have more choices than ever. Why should they do business with you and your firm? READ MORE
Financial Advisors 6/15/2021
The pandemic has delivered both crises and opportunities. If you run your own operation or are guiding a larger organization, you are wondering: Ho... READ MORE
Financial Advisors 6/8/2021
In the name of diversification, you likely include a combination of growth and value stocks when building your client’s portfolios. The ratio, of c... READ MORE
Financial Advisors 6/1/2021
Younger people often feel at a disadvantage in the financial services business. It’s a business where silver hair implies competence. READ MORE
Video 5/26/2021
It's no secret that letting emotions guide your investment strategy could be a costly decision. However, it can be hard not to let fear get the bes... READ MORE
Financial Advisors 5/18/2021
You just met a fantastic HNW individual at a networking event, and even better, got their contact information. You are already planning to follow u... READ MORE
Financial Advisors 5/11/2021
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... READ MORE
Financial Advisors 5/4/2021
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. READ MORE
Trust 4/29/2021
Many parents will name children as beneficiaries of their IRAs, but when one of those children has had a substance abuse problem, estate and inheri... READ MORE
Financial Advisors 4/27/2021
Last week an IRS spokesperson said the calculations shown in IRS Publication 590-B are incorrect and will be revised. READ MORE
Trust 4/22/2021
While IRA owners may name their special needs child as the beneficiary of their IRA to prepare for their child’s future, doing so may have unforese... READ MORE
Financial Advisors 4/20/2021
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... READ MORE
Financial Advisors 4/15/2021
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... READ MORE
Financial Advisors 4/13/2021
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... READ MORE
Trust 4/8/2021
Homer wrote about the dilemma Odysseus faced as he crossed the strait of Messina. For investors with large IRAs, the SECURE Act poses a similar, Od... READ MORE
Financial Advisors 4/6/2021
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... READ MORE
Trust 4/1/2021
Although the SECURE Act eliminated the stretch IRA strategy, IRA owners who are updating their estate plans may find a potential substitute for the... READ MORE
Financial Advisors 3/30/2021
The job of a financial advisor can be likened to climbing a ladder. We look upwards and are sometimes dismayed by how far away our goals seem to be. READ MORE
Trust 3/25/2021
Leaving your IRA to your spouse may be a problem if they remarry. Assigning your spouse as the beneficiary may lead to unintentionally disinheritin... READ MORE
Client Retention 3/23/2021
Many people think investing is easy. In this article, Bryce Sanders discusses seven reasons why everyone isn't rich, and how individual investors m... READ MORE