A recent post-game interview with Drew Brees, quarterback of the New Orleans Saints, offers some excellent insights on relationship management. Not a football fan?  Stick with us.  These lessons apply to everyone.  The way in which...

My New Financial Advisor founder Frank Troise sold his one-year old firm to Invested.In, an online crowdfunding support site this past October — a merging Troise believes will bring advisors more prospects. How? Through crowdfunding &mdash...

It’s no secret that today’s market is an uncertain one. Investors are searching for secure investments that offer high returns as well as diversification. These benefits, along with an attractive  return on investment, can be...

As we noted in part one of this series, since its passage, the Affordable Care Act (ACA) has been a near-constant source of discussion and debate. Largely lost in the shuffle has been the sizable impact that the bill will have on high-earning...

Danny Ludeman’s retirement from Wells Fargo has sparked some concern among the rank-and-file. Does the new boss need the same boots-on-the-ground experience?

At Smead Capital Management, we love to acknowledge financial journalists who really demonstrate an understanding of the underlying truths associated with high-quality and long-duration common stock investing. The latest on the subject of &ldquo...

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Zohar Swaine, former managing director with TD Ameritrade Institutional and one of WealthManagement.com’s Ten to Watch for 2014, has joined New York-based Vestorly, a digital content marketing platform, as a strategic advisor and interim...

President James A. Garfield survived an assassin’s bullet in 1881, only to die several months later of complications from the infection that developed from his doctors’ probing his healing wound with their unclean hands and instruments...