Blogs

  The Right Approach to College Visits Can Help Your Clients Make the Right Financial Choice
Advisors, Patricia Krahnke & Bruce Neimeyer
Although it’s important for students and their parents to understand what a college looks and feels like, we generally recommend that families don’t embark upon serious college visits...
Webinar Preview: Innovations in Retirement Income Planning
Retirement, Wade Pfau

As advisors are increasingly recognizing the need to treat retirement income planning as distinct from wealth maximization, a growing body of research is expanding our understanding of the...

  Ideas For The 'Hot' Companies Of The Future Are Already Out There
Technology, Lisa Gray

Paul Graham owns a company called Y-Combinator which supports start-ups looking to launch. His take on the next great businesses fall in the following seven...

  Combining Captive Insurance Companies With Estate Planning For Business Owners Can Provide Powerful
Estate, Randy Fox

The buzz about Captive Insurance is almost as big as the cloud of confusion surrounding it. Captive Insurance is not new or particularly aggressive. In fact, about 400 of the S&P 500...