The Rising Allure of Super OSJs
More advisors are affiliating with larger firms through richly resourced super OSJs that offer a close-knit working environment.
The Rising Allure of Super OSJs
More advisors are affiliating with larger firms through richly resourced super OSJs that offer a close-knit working environment.
Uber just got banned in Brazil’s second-biggest city
Rio de Janeiro has passed a bill fining drivers for using Uber.
Client Relationships: Start With the Future in Mind
The first 100 days is crucial to establishing a strong relationship with new clients that will pay off for years to come.
Client Relationships: Start With the Future in Mind
The first 100 days is crucial to establishing a strong relationship with new clients that will pay off for years to come.
Prosper Resurgent: The Original Marketplace Lender Experiencing Exponential Growth
Marketplace lending is booming. Just this week, Avant raised $325 million and SoFi raised a staggering $1 billion. All of this money is being used to fund a new generation of digital lenders, who, according to McKinsey, have the potential to threaten u…
Advisors: Embrace the Winners … and Losers
Help clients understand that temporary losers in a volatile market are just that: temporary.
Nervous Clients? Handle With Care
When markets are volatile, clients can be panicky. Advisors need to help them combat their fears.
Are You Accountable For Staff Members’ Compliance Errors?
Attorney Alan J. Foxman answers readers most pressing regulatory and compliance questions, including where the buck stops when a sales assistant makes a cybersecurity mistake.
Are You Accountable For Staff Members’ Compliance Errors?
Attorney Alan J. Foxman answers readers most pressing regulatory and compliance questions, including where the buck stops when a sales assistant makes a cybersecurity mistake.
Bearish U.S. Oil Trends Drag On
Syria: “Not a Proxy War. It’s One Step Closer”
Russia started bombing jihadi bases in Syria today.
Given that the the U.S. and its allies are largely responsible for creating ISIS, and that U.S., Turkey and Israel have all been acting as ISIS’ air force – they are not taking too kindly …
Hedge Fund Manager Paul Marshall Strives to Make a Difference
Marshall, who donated £30 million to the London School of Economics, recently sold a minority stake in his hedge fund firm to KKR.
Personality Match is Important In Succession Planning
A retiring advisor focused on the best fit between his clients and five young successors.
Personality Match is Important In Succession Planning
A retiring advisor focused on the best fit between his clients and five young successors.
Why Most Extremely Successful Financial Advisors Leave Small Fortunes On The Table
Most financial advisors earning millions of dollars annually, managing a billion dollars or more, working with the ultra-wealthy are leaving small fortunes (sometime large fortunes on the table. With their primary focus on money management, coupled wit…
Barrick Is Adjusting To Low Gold Prices
Public Frustration Still Fuels Banking Debate
To listen to candidates on the campaign trail, populist anger is back. But some question whether it’s really a top issue with voters.
Public Frustration Still Fuels Banking Debate
To listen to candidates on the campaign trail, populist anger is back. But some question whether it’s really a top issue with voters.
ONe PaiN IN THe ISIS…
Diversified Asset Allocation Portfolios For Your Plans
Featured Brokerage Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
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Bogleheads Latest Posts
- Re: Best option for maturing annuities February 8, 2023ZenFire23 wrote: ↑Wed Feb 08, 2023 3:25 pm Hi, My 90 year old mother (widow) received a notice of three separate non-qualified annuities that mature in 2023. All annuities were purchased in 1993 or later. The first is a "Flexible Annuity" that matures in April and pays 3.5%. Value $48,237, cost basis $11,833 Second is […]Stinky
- Re: Anyone receive and inheritance from Vanguard? February 8, 2023PatrickA5 wrote: ↑Wed Feb 08, 2023 4:06 pm Big Dog wrote: ↑Wed Feb 08, 2023 3:53 pm PatrickA5 wrote: ↑Wed Feb 08, 2023 3:39 pm Big Dog wrote: ↑Wed Feb 08, 2023 2:21 pm "My wife is the Executor, not that that has anything to do with this particular scenerio involving beneficiaries." Actually it does. […]Big Dog
- Re: Can we afford a move to a mountain town? February 8, 2023Moved from metro gulf coast to rural mountain west. Best decision ever!khodge
- Re: 1099-NEC Freelance vs Business February 8, 2023You fill out Schedule C to report your income and fill out Schedule SE to calculate your self-employment tax. Also form 8995 for QBI deduction - got to use it while it lasts (it is set to expire in 2026 under the current law, I believe). My understanding is that anyone with SE income and […]Hyperchicken
- Vanguard 403b and 403b Roth February 8, 2023Hello, Years ago I had a 403b with Vanguard before we were forced to move to Fidelity. I left the funds I already had in the Vanguard account. Now, we are again allowed to contribute to Vanguard and, for the first time, we can do a Roth 403b, so I set that up. My first […]Vfunds