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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 Federal Reserve, which kept its key interest rate unchanged Wednesday, provided an upbeat view of the labor market and economy. leaving the door open to a September hike. In a statement after a two-day meeting, the Fed said risks to its outlook have waned, but it gave...

source: USA Today

Integrating charitable with noncharitable techniques in a wealth transfer strategy can be key to modern estate and succession planning. Michael V. Bourland, a practicing attorney at Bourland,...

source: FSP

The pace of change in advisor technology has never been greater, nor has the technological disparity among financial services firms. At one end of the spectrum, some firms are still using hardware and software originally developed and deployed in the 1980s. At the other...

source: Financial Advisor Magazine

How do you greet your clients? Whether answering the phone or shaking a client's hand, overwhelmingly financial professionals admit their first words are: "Hi, how are you?" That's not surprising, since it has become the standard greeting in the United States. However,...

source: WealthManagement.com

Since the U.S. Supreme Court constitutionalized same-sex marriages in 2015, there are now approximately 491,000 same-sex marriages in the U.S.; 123,000 marriages more than prior to the ruling. This landmark recognition ensured that all married gay clients are entitled to...

source: OnWallStreet

The current regulatory oversight structure for advisors is a patchwork combination of FINRA, SEC and state securities regulators, and state insurance regulators, depending on which types of insurance or investment products/services...

source: Kitces


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