Most clients wouldn't question the superiority of a 10-percent return over a 5 percent one. Or would they? For some accounts, it's not so much where they end up, but how they got there. Reporting gross returns even when they're not so gross gives...
What book has had the greatest impact on your career? Harold and the Purple Crayon, by Crocket Johnson. Not only is it a great story it's a great foundation for any budding entrepreneur. One luxury you cannot do without? Taking a family vacation...
Is there anything you can't find on Craigslist these days? How about good financial advice? A self-proclaimed spectacularly beautiful female (aged 25) posted on Craigslist in September that she was seeking advice on how to find a rich Wall Street...
Registered Rep. spoke with Boris Schlossberg about the dollar's recent decline. Registered Rep.: What are the major reasons behind the weakness in the U.S. dollar? Boris Schlossberg: The biggest reason for the weakness in the U.S. dollar is the...
A regal room, the perfect suit, a six-pack or an unassailable nest egg? Lucky for you, most people want the last thing on that list the most. At least, that's the implication of a report recently released by SIFMA and Artemis Strategy Group...
Why switch firms late in the game? There are plenty of reasons to stay put until retirement: deferred compensation, familiarity with the system at your current firm, the aggravation and complexity of moving, the risk of losing clients in a move...
How Much Money Will I Need in Retirement? What's the number? Ask any financial advisor and he will offer you this rule of thumb: To live in retirement at your current standard of living, you will need about 75 percent of your pre-retirement income...
There is such a thing as the affluent touch: It's a matter of attitude and approach. In fact, this quality is often the very thing that makes one financial advisor more successful at courting the affluent than another. But it's not terribly...
Is conventional financial planning good for your financial health? Before you automatically respond, Yes, of course it is, and angrily turn the page, seriously consider that provocative question for a moment. That was the name of a study published...
This one's for you, guys the gift-giving handicapped. I bet you have no idea what to get your gal. Well, how about a little help? We've culled together the best of the designer market, from stocking stuffers to all-out splurges. BURBERRY SLIPPERS...
