A lot of investors are going to get their pesky 1099 tax-reporting forms—the ones that report dividend and interest income—late this year. USA Today reports that at least five firms—Morgan Stanley...
The holiday gifting season has come to an end. But it’s never too late, or too early, to talk about charitable-giving strategies. Particularly, longer-term strategies involving vehicles like charitable remainder...
Here’s something that might make Al Gore smile: Clean energy is great for your investment portfolio, too. At least some recent research by The Leuthold Group suggests this could be the case. Leuthold has put...
Last month, Smith Barney overhauled its pay package—just in time for the new year. Some of the changes it made were pretty radical—especially for an industry in which any pay change, no matter how minor...
With 2006 drawing to a close, it’s time to look under the hood of your practice to analyze what you are doing right and what you are doing wrong. The goal is to figure out how to run your firm more efficiently...
Apparently, apart from spoiling kids' morals, rock and roll (videos) also ruined their financial discipline. Well, no, maybe not. But, due to poor spending and savings habits, the finances of the MTV Generation are in...
When did you know you wanted to become an investment advisor? When I was 17 years old, a friend introduced me to the stock market. We bought 10 shares of stock and made some money, and I was hooked. The stock was...
File this under, It had to happen: the electronic collection plate. According to Donald Trump, writing in his Trump University blog, some Southern Protestant churches are installing ATMs in their lobbies. Trump...
Registered Rep. recently caught up with Debby McWhinney and spoke with her about the rivalry between the registered investment advisor (RIA) firms that Schwab caters to and Wall Street wirehouses. Here is an excerpt...
