Financial and investment commentary and columns.
Ask Abby
Abby Salameh is the Chief Marketing Officer for the Fusion Advisor Network.
Building Bridges
Patricia Angus is the founder and CEO of Angus Advisory Group LLC.
Career Moves
Mindy Diamond is president of Diamond Consultants, of Chester, N.J.
College Planning
Lynn O'Shaughnessy is a college consultant, author and speaker.
Court Opinions
Attorney Gregory Monday is a shareholder in the law firm Reinhart Boerner Van Deuren.
ETF Liquidation Watch
Michael Martin is a Managing Director at ETF Global and the Head of ETFG University.
Fix My Business
Anne Field's areas of specialty include small business and management.
Generations
Kevin McKinley CFP is Principal/owner of McKinley Money LLC.
The Inner Game
Matt Oechsli is author of Building a Successful 21st Centure Financial Practice.
Inside the Litigation Lion
An inside view of trends in SEC/FINRA regulatory and compliance issues.
Investment Alert
Mr. Lewitt has spent the last 25 years in the securities industry and the last 20 years in the investment business.
The Legal Rep.
Patrick Mahoney is an attorney based out of Manhattan Beach, California.
The Marketing Pathway
Pat McClain is a senior partner and founding principal of Hanson McClain Advisors in Sacramento, Calif.
The Market's Meaure
An easy-to-follow metric signals ongoing market strength.
Notes on Retirement
Mark Miller is a journalist and author who writes about trends in retirement and aging.
Philathropy Tax e-Letter
A unique take on current issues in the fascinating worlds of philanthropy, tax and estate planning.
The Positive Story Project
Hartley Goldstone, J.D., MBA, delights in being surprised by profound questions.
The Social Media Advisor
Kevin Nichols is the Director of Coaching for The Oechsli Institute.
South Gotham
Dr. Daniel Crosby is a behavioral finance expert.
Talking ETFs
Richard Keary is the Founder/Principal of Global ETF Advisors LLC.
Technology Review
Reviews of new technologies relevant to wealthmanagement professionals.
Tomorrow's Advisor
Stay up to date on advisor regulatory requirements, practice management and best practices.
The Wealth Consigliere
Jeff Spears is Founder and CEO of Sanctuary Wealth Services.
Issues in Retirement Planning
Michael J. Jones is partner at Thompson Jones LLP.
Most Recent Commentary and Columns
(Bloomberg View) -- Inequality in the U.S. depends on how you look at it: Some groups of rich households, for example, have fared much differently than others. Such nuances are crucial in understanding the phenomenon -- and what policy makers sho...
(Bloomberg View) -- Donald Trump has once again made his income and wealth objects of fascination and confusion in the 2016 presidential race -- this time, by filing an updated personal financial disclosure form with the Federal Election...
(Bloomberg View) -- In January, Donald Trump had this to say when he was asked about whether he would release his tax returns: “I have very big returns, as you know, and I have everything all approved and very beautiful and we’ll...
The Department of Labor’s (DOL) “fiduciary rule,” likely to first take effect in June unless blocked by Congress or the courts, will deprive small savers of access to investment advice. For illustration, we can look to what...
When the Department of Labor rolled out its final conflict of interest rule earlier this month, the big winners were middle-class workers and retirees who’ve managed to set aside modest savings to fund a secure and independent retirement. No...
(Bloomberg View) -- There was a lot of excitement on the Internet recently after the pseudonymous administrators of the finance-media website Zero Hedge were unmasked. Zero Hedge has become known as a source of cutting-edge news, rumors and...
(Bloomberg View) - Humans have a terrible track record of predicting financial crises in time to fend them off. Some computer scientists think that algorithms might help...
These changes will have a meaningful impact for those who, until now, have found it easy to use offshore financial vehicles to reduce their tax payments.
