The Wealth Manager

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  Investing in Comics: Not Just for Superheroes

  By Ed McCarthy, CFP  |  March 24, 2013

  Experts share several key techniques for taking advantage of market trends—past, present and future.

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  Equities Are Hot, but Affluent Investors Won’t Bite: Legg Mason

  By John Sullivan, AdvisorOne  |  March 20, 2013

  It seems affluent investors once again like equities for income, but are holding fast to their fixed asset allocations.

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  Has Einhorn Won Apple Fight?

  By John Sullivan, AdvisorOne  |  March 18, 2013

  It’s a relevant question now that it’s increasingly likely that Apple will raise its dividend.

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  Are You Charging Enough for Your Services? Most Likely, No

  By Gil Weinreich, AdvisorOne  |  March 15, 2013

  Financial advisors are underselling their services, typically discounting their fees—and needlessly so, according to Pusateri Consulting and Training.

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  Stock Market Rally Means 400,000 New Millionaires

  By John Sullivan, AdvisorOne  |  March 15, 2013

  The recent stock market rally has been good for investors—and by extension advisors. But will it last?

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  ESOPs: Great Tax-Wise for Business Owners, but Beware the DOL

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  March 13, 2013

  Your small-business-owning clients may be looking for ways to reduce or defer the taxes they will incur should they sell their business. An ESOP strategy can work well, but be wary of DOL inquiries.

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  Newly Wealthy Often Overpay to Be Underinsured

  By Michael S. Fischer  |  March 12, 2013

  They often fail to adjust their insurance programs as they accumulate wealth, according to research released Tuesday by ACE Private Risk Services.

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  Clients Underestimate Retirement Income Needs

  By John Sullivan, AdvisorOne  |  March 8, 2013

  Americans might be overlooking critical tenets of retirement planning, according to a new Schwab survey.

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  6 Tips for Shared Financial Bliss

  By John Sullivan, AdvisorOne  |  March 7, 2013

  What’s the cost of shared financial bliss? Salient question from TD Ameritrade, and one they answer.

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  The Client Newsletter: Canned or Customized?

  By Gil Weinreich, AdvisorOne  |  March 5, 2013

  The client newsletter costs money and time to produce, but fail to put it out and you have dispensed with a valuable communication tool.