Charitable gift annuities vs. commercial SPIAs
By Gary MettlerIn the mortality-based income world, there is plenty of room at the table for both CGAs and commercial SPIA contracts.
August 24, 2016
The Me Generation Becomes the Investing GenerationBoomers get no respect but should get renewed attention from advisors, since even in retirement their assets are growing.
August 24, 2016
5 Tips on Estate Planning to Avoid Common Pitfalls and DistressYou may be the first to spot potential estate planning problems and address them before it is too late.
August 24, 2016
How to create a practice with little (or no) natural marketIts not just about who you know; its about who you meet. Every advisor has a new natural market every 7 to 10 years.
August 24, 2016
Debunked: Dave Ramsey’s cash value life insurance adviceThe popular personal finance entertainer recently railed against CVLI. Here's how he got it wrong.
August 23, 2016
A Compelling Combination: Why Advisors Are Pairing Value and Low-Vol FactorsThese two factors may be significant over the next six to 12 months. Here are some of their investment applications for advisors and investors.
August 23, 2016
3 IRA Transactions Exempt From DOL Fiduciary Level Fee RuleThere are three recommendations that are fiduciary in nature and automatically result in prohibited transactions under DOL's fiduciary rule, and they all involve IRAs.
August 22, 2016
Helping Clients Understand Why They Shouldn’t Fly, or JumpThere are cogent reasons why investors, like airline passengers, shouldnt go it alone, our data shows.
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