When it comes to social media, advisors have a resounding question, “How do we actually use it and how do we get value from it?” We decided to answer this question in this week’s FastTrack for Growth newsletter by giving you...

My ratings on ETFs are unique because they are based on my stock ratings for each of a fund’s holdings.

Year to date, Bank Of America (BAC) stock is up over 45% compared to the S&P at +about 8%. BAC stock has bounced back nicely after dropping precipitously at the end of last year.

Be wary of advice from the bandwagon riders. They care more about getting more people in the bandwagon than anything else.

As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the issues can be formidable. To the extent that these are effectively addressed, the promise of those...

During the 2012 Mutual Funds and Investment Management Conference Monday, SEC Commissioner Elisse Walter called for the money market fund industry to stop taking shots in the media about any proposed regulations...

The drama over Whitney Houston's estate continues to unfold.

Called contingent annuities, these securities are less expensive than variable annuities and offer better tax treatment for wealthy investors. But availability is limited and some worry the risks will be difficult to cover.