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Feb 19, 2017 - Sun
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  • Reinvigorate Your Financial Life With Laser Focus on Market Risk and Shortfall Risk
    By James E. Wilson via The financial world is noisy and it’s easy to become distracted from your most important long-term goals. One way to cut through the noise is to focus on just the two factors that ultimately determine your approach to everything else in your financial life; namely, Market Risk and Shortfall Risk. Market Risk is…
  • How the Benefits of the DOL Fiduciary Rule Have Already Taken Root
    By Lauren Klein via When Linda and Bill came into my office, I could sense their hesitancy right away. And when they told me their story, I could understand why they were so apprehensive about meeting with a financial advisor. They had, quite simply, learned not to trust. Like many people, they’d realized they…
  • What’s Wrong With Earning a Commission From the Sale of a Financial Product?
    By Rick Kahler via What’s wrong with earning a commission from the sale of a financial product? Nothing. It isn’t any more inappropriate than a car salesperson earning a commission when you buy a vehicle. Yet there’s one important difference. When you buy a car the roles are clear. You know going in that…
  • The Real Reason Why Clients Choose You
    By Megan Carpenter via Some advisors say they want to stand out from the crowd—but they’re fibbing. They really want to look and sound like everybody else. We can help them define their target market, identify clear points of differentiation, and craft a targeted message. They don’t want any of it. They just want…
  • Where to Start if You Don’t Have a Retirement Plan Yet
    By Michael Kay via When it comes to retirement and planning, I’ve heard them all: “I love what I do. I can’t imagine doing anything else.” “I’ll never have enough money to retire, so I’ll work until I die.” “I have no hobbies, so I might as well work.” “I’d be bored outta my…
  • 7 Great Reasons to Buy Netflix, Inc. and Never Sell
    Together, these data points show Netflix to be an investment for the ages -- right now.
  • Trump sons open Dubai golf course, praise U.S. ally
    U.S. President Donald Trump's eldest sons Donald Trump Jr. and Eric Trump were guests of honor at the opening of a Trump-branded golf course in Dubai on Saturday, the first Trump property project launched since their father's inauguration.
  • 2 Top Internet-of-Things Stocks to Buy Now
    Skyworks Solutions and NXP Semiconductor represent two leaders in a bright crop of chip stocks that should benefit from the continued rise of the Internet of Things.
  • Shopify Earnings in 15 Graphs
    Shopify beat expectations, once again. Here's how.
  • One Important Tax Credit for People With Dependents
    If you pay for childcare in order to work, here's one tax credit you don't want to miss.