Aretha Franklin and Burt Reynolds
Thirteen Celebrity Estate Planning Lessons
Nov 10, 2018
Appreciating these high-profile mishaps can help you better serve your clients.
wedding rings and money
A Wealth Planner’s Guide to Prenups
Nov 10, 2018
Encourage clients to craft an agreement together to manage wealth disparity in marriage.
buy sell dice
Why Investors Should Stick With 'Buy and Hold'
Nov 09, 2018
Beware of those who claim they have a strategy to capture the upside of market volatility and avoid the downside.
thirtysomething tv show
The Advisor at 40
Nov 08, 2018
Taking a look forward and back.
wellsfargo
Wells Fargo Is Said to Weigh Sale of Retirement-Plan Unit
Nov 08, 2018
Wells Fargo has been unloading businesses this year in the wake of a string of consumer scandals.
banking finance money
Dealing With Post-Fiduciary Rule IRA Rollovers: Part II
Nov 07, 2018
Some best practices for fiduciary and non-fiduciary advisors alike.
sports-auction
Which Is More Valuable? The Heisman or The Babe?
Nov 07, 2018
A Heisman Trophy, a Super Bowl Ring, game-worn jerseys and a ball signed by The Babe were up for sale at Heritage Auctions’ Sports Memorabilia Auction.
gumby
Fourteen Tips for More Flexible Trusts
Nov 07, 2018
The Tax Cuts and Jobs Act dramatically changed trust planning. Though many of those were sunset provisions, it’s still possible a new administration may yet again change the rules.
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