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By Dan Berman, AdvisorOne |
June 17, 2013
Looking for the big payday after college? The rankings of these majors are based on data collected from 1,000 universities and graduates with bachelor’s degrees.
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By Robert Bloink, Esq., LL.M., William H. Byrnes, JD, LL.M. |
June 17, 2013
There are many reasons why a client might remain interested in preserving an irrevocable trust, but after the fiscal cliff deal made the generous $5 million estate tax exemption and spousal portability permanent, there are equally strong reasons why a client might prefer to terminate.
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By Joyce Hanson, AdvisorOne |
June 14, 2013
Despite their wealth and fame, these celebrity fathers have a set a good example in frugality for their kids to follow. Happy Father's Day!
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By Gil Weinreich, AdvisorOne |
June 13, 2013
Possibly the most valuable content at the Morningstar Investment Conference is a session on the subject of “gamma” whose applications have immediate take-home value for financial advisors.
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By Robert Bloink, Esq., LL.M., William H. Byrnes, JD, LL.M. |
June 11, 2013
The looming deadlines for implementing many key Affordable Care Act (Obamacare) provisions have many of your clients wondering how they can cushion the impact of the rising premium costs they fear will accompany them. HSAs may be the way to go.
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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.
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By Gil Weinreich, AdvisorOne |
June 10, 2013
A recently released Vanguard study goes some distance to rehabilitate the image of target-date funds, which are often seen as lacking in sophistication.
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By Michael S. Fischer |
June 7, 2013
Noncash giving in particular has surged since 2007, according to a new report from the Committee Encouraging Corporate Philanthropy.
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By John Sullivan, AdvisorOne |
June 7, 2013
In a survey of millionaires' top money regrets, the one that overwhelmingly prevails leaves a huge opening for advisors.
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By Michael S. Fischer |
June 4, 2013
Capital gains fell while losses more than doubled from 2007 to 2009, according to the IRS' latest Statistics of Income Bulletin.