Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Client Retention 1/5/2021
It happens. People give up. We’ve heard you shouldn’t change horses in midstream. The same goes for acting in haste. A client tells you they ar...
READ MOREFinancial Advisors 12/31/2020
Sal Capizzi identifies the critical element of 2020 for most of you and especially for your clients.
READ MOREFinancial Advisors 12/24/2020
Every stock down in Dow ville, liked Christmas a lot; But the Covid virus, of Twenty Twenty did not. The virus hated the Dow, and all stocks toget...
READ MOREClient Acquisition 12/22/2020
We all want the same things. You want to add new clients, and you would like them to come to you. You have someone on your staff who understands te...
READ MOREFinancial Advisors 12/15/2020
The new year is fast approaching, and during this one, the pandemic forced clients to pick up a number of new money-saving habits due to their chan...
READ MOREFinancial Advisors 12/4/2020
With the coronavirus pandemic canceling most major gatherings for 2020, this likely hindered your ability to obtain CFP CE credit – credit you usua...
READ MOREClient Retention 12/1/2020
Stock market volatility can be scary. This means that our job – as investment advisors – is to talk our clients off the ledge, to hold their hands ...
READ MORETrust 11/25/2020
In our final installment of the series, we will review the various trust types, discussing which trust is the best fit for achieving your client’s ...
READ MOREFinancial Advisors 11/24/2020
The COVID-19 pandemic has resulted in a massive national deficit, and the federal government could try to rectify some of this by altering estate t...
READ MORETrust 11/19/2020
Your client can fund trusts with either completed or incomplete gifts. How a trust gets funded can impact both the client and their heirs' future t...
READ MOREFinancial Advisors 11/17/2020
Let’s assume for a moment I was able to time travel and you and I spoke on December 31, 2019 at 11:59 pm.
READ MORE