Christopher Holtby: Tax Reform – Who pays more?
Tax Reform proposal, introduced yesterday, has both some pretty big losers and winners. In the first place the bill’s name – Tax Cuts and Jobs Act.
Recent
The DOL Rule Applies to RIAs, Too
Documentation requirements apply even to advisors who don't sell high-commission products.
Learning To Love The VIX
Nobody expected the world to float up forever. You don’t have to scare your clients but it’s time to review “alternative” allocations.
How and When Will the Next Recession Hit? Start Cushioning Your Clients Now
Whether we have a year or five, there’s no better time to manage expectations and keep everyone’s eyes fixed on the long-term prize.
Gergen: DOL Doomed, 45-Year DC Veteran Tells Advisors at Envestnet Summit
Simply hitting the brakes on fiduciary mandate is all it takes to let free market forces work.
