Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
10/17/2022
When you are a financial advisor, you are often the closest you can get to owning your own business. The downside is unhappy clients do not put you...
READ MORE10/11/2022
On late Friday, October 7, 2022, the IRS issued Notice 2022-53[1] In this Notice, the Internal Revenue Service said it would waive the 50% penalty ...
READ MORE10/4/2022
People think of influencers as those who are often asked for advice on a 1:1 basis. Let’s stick with the individuals often asked for face-to-face a...
READ MORE9/27/2022
In today’s 2nd installment of “Falling for Fintech,” I will explore what Email Marketing Software is and how it may be worth swiping right on.
READ MORE9/20/2022
Your clients may have seemed to understand compound interest, but do they know how it works? While this may not be a completely new concept to your...
READ MORE9/13/2022
This morning’s inflation report sent the stock and bond markets into a tailspin. How will the Federal Reserve respond to this disappointing report?
READ MORE9/6/2022
How do you choose a CRM as a financial advisor? What are the considerations that need to be made and the features that should be sought after?
READ MORE8/30/2022
Many nonprofits hold galas, but several factors are creating headwinds. Seating capacity might be one. Inflation drives up costs which get reflecte...
READ MORE8/23/2022
The Inflation Reduction Act aims to combat climate change, lower prescription drug costs, and pay for it by raising taxes on corporations and colle...
READ MORE8/16/2022
The concept of a recession is not a foreign one. But do your clients truly understand what a recession is?
READ MORE8/9/2022
A wise man said, “the best way not to be hit by a train is not to be on the tracks.” This wisdom may fall short as an analogy for the market.
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