Recent Articles
Is a Roth Conversion really worth it? It's a question I encounter almost daily—whether on the internet, on YouTube, in...
It’s Legislative Risk Awareness Month, and today I want to share one of the clearest examples of Legislative Risk many...
When you and your clients think about annuities, what comes to mind?
Advisors who help their clients mitigate tax and legislative risk in retirement naturally spend a lot of time helping...
Sometimes, 1 + 1 = 3. Not mathematically, of course. But sometimes, when you add things together, the sum is far more...
In December, I wrote about Estate Planning being the next big topic in Advisor Growth. As the calendar turned to 2024,...
Here we go again with the DOL and the fiduciary standards talk. As legislation continues to be discussed, let’s take a...
When it comes to group marketing, successful advisors are always evolving one of two things: either the content they’re...
I believe tax drag is real. I believe tax drag can cause losses in client portfolios. Thus, I believe advisors need to...
At some point, most of us have run a client’s annuity illustration and thought: I wonder what the capital markets would...