Tax season thoughts on tax-free income

Very few people are fond of income tax day, but it does serve as an annual reminder about how much...

3 Social Media Lessons Learned

Recently I wrote about How to Rock Social Media Like a Boss, but don't get the impression that you should always be bossy. Now that our company has been on social media for nearly two years, I’m...

Taxes take a bite out of investment returns

As the 2014 tax filing season passes into history, taxes likely took a bigger share of investors’ returns than in previous years given the impact of new taxes and higher tax rates. While you have no...

The only important benchmark is yours

2014 has brought a return of investor uncertainty. The CBOE Market Volatility Index, or VIX, showed a 34.18% spike in volatility in January. In February, CNNMoney’s Fear and Greed Index moved into the...

Retirement: U.S. needs to play catch-up

We recently released the results of our 2014 Global Retirement Index. This study analyzes the standard of living and retirement security in 150 nations. The United States ranked 19th overall, derived...

Principles of Client Acquisition: Part 3

Have you ever avoided asking a difficult question? For example, you need a friend to do you a favor and you’re afraid your request will impose on her, so you put it off. There’s a voice in your...

Why the land down under is rising to the top (ten)

Superannuation savings plans that feature auto enrollment and government savings incentives have helped place Australia and New Zealand in the top ten countries for retirement security in our 2014...

When in doubt, guess?

While many people would like to predict the future, no one can actually do it, or at least do it reliably. Yet that doesn’t stop them from trying. To find out when this long, cold winter will end, we...

How far have we come? Depends on where you start.

On Friday, March 7, 2014 the S&P 500® closed at 1878.04 as it marked the fifth anniversary of its market low reached during the Great Financial Crisis.  On March 9, 2009 the S&P 500® closed at 676.53. ...

3 Ways To Build Your Social Network

My personal social media accounts have sizable followings, not like Beyonce's 13.2 million Twitter followers, but a few thousand.  Still, to the Financial Advisor who has only a few dozen followers,...