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Are your new goals the right goals for you?

For many people, January is the time of year to pursue new goals. As the years go on, this yearly goal-setting becomes routine. Even though you have new goals you're passionate about pursuing, your faith in your ability to accomplish them or your awareness about why you're...

source: By Michelle LaBrosse
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The election of officers and directors for the 2016-17 membership year will take place at the annual meeting of the Society of Financial Service Professionals at the Philadelphia Airport Marriott on August 11, 2016. You can vote in person or submit your proxy. The list...

source: FSP

Building a thriving practice takes time. Typically it includes using lots of traditional marketing such as networking and advertising. You end up with sleepless nights wondering where your next lead will come from and if that new advertising campaign is really paying off....

source: Investopedia

Advisors may be underestimating their clients' concerns over their bottom line, according to a Jefferson National study conducted by Harris Poll. "This year's Advisor Authority study shows how investors struggle to manage the threats that hit their bottom line today –...

source: Jefferson National

The top U.S. securities regulator proposed a rule intended to ensure that investors are not harmed when asset managers fall on hard times or close up shop. The proposed rule would require investment advisers to put in place business continuity...

source: CNBC

Since the U.S. Supreme Court ruling a year ago allowing same sex couples to marry in all states, the concerns that same sex couples face financially mirror the concerns facing heterosexual couples, according to Prudential Financial and advisors who serve this community....

source: Financial Advisor

For most retirees, the tax efficient liquidation of a retirement portfolio requires coordinating between both taxable brokerage accounts and pre-tax retirement accounts like an IRA or 401(k). The conventional view is that taxable investment accounts should be liquidated...

source: Kitces

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