Expert Views

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Adding Elements Of Life Planning To Your Retirement Process

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They can bring dramatic changes to your relationships with clients, says advisor and columnist Robert Laura.

The Case For Mezzanine Debt

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Demand for mezzanine debt from property owners is set to intensify over the next few years due to a confluence of trends, says Bruce Batkin, CEO of Terra Capital Partners.

Dr. Tom Stanley 1944-2015

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My life was changed by the book The Millionaire Next Door by Dr. Tom Stanley, who was killed by a reckless driver on February 28.

Taking The Mystery Out Of Digital Marketing

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Here are seven key performance indicators that you can use to assess whether your digital marketing campaign is working.

Top Estate Planning Issues Generation X Needs To Consider

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Today’s estate planning is not just about death and taxes.

This Is the Worst Retirement Solution Ever

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Want to improve your chance of having a comfortable retirement? Just work longer to make up for your financial shortfall, we read. And a lot of people buy it.

The Grass Isn’t Greener: Considering The Financial Ramifications Of Divorce

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This attorney maintains that it is shocking that the decision to end a marriage is frequently made with seemingly little regard given to the financial consequences.

Schism Threatens Republican Cohesion On Tax Cuts

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An internal debate among Republicans is dissolving their unity on cutting marginal tax rates, but most of their plans have this in common: They offer no spending cuts to offset revenue loss.

Understanding Event-Driven Strategies

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A surge in liquid alternative mutual and exchange-traded funds has led to the introduction of several vehicles that provide retail investors with the ability to access event-driven strategies.

Questions Financial Advisors Should Be Asking When Meeting With A New Firm

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Thinking of changing firms? There are 11 key questions to ask a recruiter that enable you to determine the right fit for your practice.

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