Jim Ivers

Boomer tax strategies in a bear market

By David Port | February 1, 2009

There are times to stay the course and there are times when it's simply not an option. For advisors like Benjamin Tobias, CFP, last year...
The next generation of tax efficiency

By David Port | April 1, 2007

In less than two decades, exchange traded funds have evolved from a curiosity to a household name, with total assets now exceeding $300 billion. Designed...

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The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.