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Benjamin Franklin once said: He that is of the opinion money will do everything may well be suspected of doing everything for money. Sure, when you decide to switch firms, you may well want to pay attention to the dollar signs. But there are a lot...
With markets collapsing last fall, Nicholas Rowe, a financial advisor with Focus Capital, a registered investment advisor in Bedford, New Hampshire that clears trades through Schwab Institutional, began buying inverse exchange-traded funds (ETFs)...
For the past half-decade or more, financial advisors have been shifting from commissions to fees as they seek steadier revenue flows, pursue greater flexibility with client accounts and offer more planning services. And yet, for the industry...
If President Obama is truly a new kind of FDR arriving on the scene to the American economy from itself then he would be wise to read Amity Shlaes new-ish history of the Great Depression, The Forgotten Man (HarperCollins, 2007). In the book a...
The hot news at 2009’s largest gathering of estate-planning lawyers was not about the law. At the 2009 Heckerling Institute on Estate Planning’s opening session discussing recent developments, Dennis I. Belcher of Virgina’s...
If you cater to high-net-worth clients, they have probably already made significant investments in property and casualty (P&C) insurance to protect tangible assets like property, art, yachts and antique collections.
Economic uncertainties and the full weight of a bear market have many Americans reeling. The squeeze is on for workers: They can't borrow against their homes (that is, those who still have homes). Their credit card limits are being lowered. Yet...
Clients are often more global than their U.S. advisors. But we can change that. Here are some key trends in trusts and estates internationally: Trusts are gaining ground; family business succession advice is in high demand; family offices are...
We are not sounding an alarm that there will be a collapse of charitable giving in 2009. Clearly, conditions are ripe for both an economic and philanthropic breakdown. We may suffer a worst-case scenario: the Dow Jones Industrial Average declining...