Andrew Rice, Money Management Services

About the Author

Andrew Rice, Money Management Services

Andrew D. Rice, CPA, AIF, CTS, WMS, is vice president of Money Management Services, Inc., an independent RIA firm in Birmingham, Ala.  He is a Certified Public Accountant, Accredited Investment Fiduciary, Certified Tax Specialist and Wealth Management Specialist. He can be reached at ricea@moneymanagementservice.com.

• Your Clients and Their Children: The Problems With Joint Bank Accounts

  By Andrew Rice, Money Management Services  |  June 11, 2013

  Some of your older clients might want to make their bank accounts into joint accounts with their children. Understandable, but perhaps not wise.

• Remind Clients of the Non-Market Returns You Provide: 7 Examples

  By Andrew Rice, Money Management Services  |  May 4, 2013

  Beyond the returns on their portfolios, chances are good that you’ve provided plenty of non-market returns for your clients. You may want to remind them of this value you provide; here are seven examples.

• To Save Clients a Tax Audit, Consider $249.99 Charitable Gifts

  By Andrew Rice, Money Management Services  |  January 22, 2013

  As you and your clients prepare for tax season, you might want to discuss this charitable giving strategy with your clients.

• A Toll Road as Metaphor for the Fiscal Cliff

  By Andrew Rice, Money Management Services  |  December 20, 2012

  As the country drives toward the fiscal cliff, a metaphor on taxes and capitalism.

• Candy Economics at Halloween and Our Tax System

  By Andrew Rice, Money Management Services  |  November 14, 2012

  Should our tax system ration out tax-avoidance 'candy' to some while taking that candy from others?

• An Advisor (and Client) Wish List for the Next President

  By Andrew Rice, Money Management Services  |  October 2, 2012

  Is it too much to ask for some simplicity, common sense and logic from our Commander-in-Chief?

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  Playing to Win Still Matters in Football, the Markets and the Economy

  By Andrew Rice, Money Management Services  |  September 18, 2012

  Lessons our leaders can learn from the Alabama Crimson Tide: a hand up, not a hand out.

• Financial Freedom Is Not Free

  By Andrew Rice, Money Management Services  |  July 24, 2012

  As our country approaches the fiscal cliff, can we afford to have the financially responsible segment of our society pay for the other 50% of our society?

• The 6 Elements of Portfolio Construction

  By Andrew Rice, Money Management Services  |  June 20, 2012

  As Warren Buffet once said, “Risk comes from not knowing what you’re doing.” Here are six topics for educating your clients.

• Creating Wealth Isn’t Quick or Easy. So Why Do So Many Think Otherwise?

  By Andrew Rice, Money Management Services  |  May 19, 2012

  An important part of our job as advisors is to separate fact from fiction for our clients; a (market) picture can be worth a million words.