A look at the bills currently in Congress that could impact your clients and your practice.
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Your client could face some financial consequences if they fail to pay attention on when they take their first required minimum distribution.
Inflationary dynamics continue to surprise to the upside, and markets now expect the Fed to pursue one of its most aggressive rate hiking campaign in years. U.S. Treasury yields continue to move higher as well.
(Editor’s Note: Part 1 of a 3-part series on required minimum distributions.) By Lloyd Lofton and Gene Bond One of…
A move towards title protection exposes cracks in planner qualifications
While some have simply suggested the CFP® Marks as the benchmark for being a financial planner, many have pointed out that using something like the marks as the qualification meets the definition of licensing more than of title protection.
How ‘Advocate Clients’ can grow your practice
As you continue to build relationships with clients, they can then refer you to other people within their network. There is nothing more powerful than client testimonials to show prospects that your work is effective and helps others achieve their financial goals.
How to master employee benefits
For many business owners and CFOs, employee benefits can be a challenge that they don’t have the time or in-depth knowledge to handle. This is where teams like ours comes in.
By Brad McMillan The first estimate of national economic growth, the gross domestic product (GDP), came in this morning at…
In today’s world of high inflation and multi-trillion-dollar budget deficit, many believe the U.S. government has spent too much to bring the economy out of the COVID-19 recession.
Interest rates impact the assets that insurance companies hold on their balance sheets as well as the math behind many popular advanced sales concepts.
3 approaches to educating clients in times of market uncertainty
As financial advisors, we know that nothing in this industry is guaranteed. However, we do understand the certainty of market uncertainty.
3 ways to add value to the retirement plans you serve
Managing 401(k) and other retirement plans allows you to own the entire financial relationship with your business owner clients and are a great additional revenue stream, since participants are adding money consistently with each paycheck.
The historic spike in mortgage rates instigated chatter across the country that the housing market is a bubble that will soon pop.
The 6 Best Stock Market Games To Teach Kids About Investing
Teachers can use an online stock market game to educate youth on how to start investing in one of the best income-producing assets and prepare them to build a solid financial foundation.
We cannot be everything to everyone. That’s an impossible feat, and it doesn’t serve ourselves or others well. Our aim shouldn’t be to try to mirror someone else – they’re already taken, and the world needs you.
Get Ready For The Fed To Hike Interest Rates
With its asset purchase programs fully winding down last week (the Fed was buying $120 billion a month of U.S. Treasury and mortgage securities), the Fed has signaled that it is ready to take the next step towards policy normalization.
Sticker Shock: Assessing The Real Cost Of Gas
According to the Energy Information Administration, the price of conventional gasoline has risen 57 percent in the past year, and consumers are feeling the squeeze.
How Emotional Connections Can Elevate Your Business
According to a 2020 MDRT study, 85% of Americans would be more likely to trust recommendations from human advisors who demonstrate emotional intelligence, or EQ.
11 Things To Know About Russia And Ukraine
Global stock markets are selling off hard after Russian military forces attacked a broad range of targets across Ukraine Thursday night while Russian President Putin vowed to replace Ukraine’s government. What does it all mean for stocks and the economy?
3 Tips To Refine Your Client Base For Deeper Relationships
We’re often overloaded with clients, which makes it difficult to cultivate strong, personal relationships with each one. When you have less time to meet with each client, there isn’t much room to build those deeper connections.
