Advisor Alpha
There are lots of studies in my world about added value advisors bring to clients. This is usually referred to as Advisor Alpha. I thought I would break it down and focus in on the two most impactful factors.
There are lots of studies in my world about added value advisors bring to clients. This is usually referred to as Advisor Alpha. I thought I would break it down and focus in on the two most impactful factors.
Now that Covid is "over," the number of retirement dinner seminar invitations are on the rise. Let me share some thoughts on what to expect at this type of sales event. And it is a sales event.
I often am asked whether there are taxes in retirement. I thought I would reshare an article I wrote some time where I answer this common question.
The market has seen a tremendous amount of growth over the last decade plus. I thought I would share a quick rule on projecting out some compounding estimates.
One of my most popular blog posts is about dinner seminar invitations. I thought I would do a quick update since that post is a few years old.
HSAs and FSAs are not the same animal, although they get confused as such. Let's hit the highlights of each type of plan.