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Author Archives: admin
Will Fallout from the COVID-19 Pandemic Lead to a New Kind of Global Economy, Or Do We Go Back To Business As Usual?Everyone, at all levels of the financial services industry, has had a front row seat to the economic train wreck of COVID-19. First quarter GDP dropped by nearly 5 percent; 17 million jobless claims filed… and that’s not accounting for … 
The Financial Planner’s Guide to Seeing Past the Pandemic in an Era of Global UncertaintyLessons to Learn and Unlearn from the Great Recession On top of all the same fears everyone else had as the novel coronavirus circled the globe, your phone was ringing off the hook and your inbox overflowed with other people’s … Major Change is Afoot for the Country’s Tax Policy in 2017While no one can predict the future, Accounting Today’s senior tax editor Roger Russell covered the 2017 Outlook produced by Bloomberg BNA’s Daily Tax Report. George Farrah of Bloomberg BNA stated that “2017 will be a milestone year for tax … How to Bounce Back from Excessive Holiday SpendingPockets feeling a little light in the new year? With new year celebrations following close on the heels of both Thanksgiving and Christmas, most of us are starting out the new year with at least a little tinge of financial … How Financial Planners can get High Quality ReferralsWhile every professional welcomes referrals, a recent study by Charles Schwab found that getting them can have a sizable influence on the growth of your business. Referrals can provide 60% of a firm’s new business. Charles Paikert, one of Financial … Providing Financial Advice to the Newly Self-EmployedFinancial planners can themselves be a valuable asset to the self-employed. This means you can help your clients from the ground up. One of the first things to determine is whether the new business should become a sole proprietor or … Free Financial Planning Events Held in Major Cities Throughout OctoberNot surprisingly, most Americans need or want professional guidance when it comes to long-term financial goals. Yet, most adults and couples never get the professional help they need because they assume that hiring a financial planner is a luxury reserved … Financial Planning Association Gears Up for Annual Conference in BaltimoreLooking to gain a competitive edge in the financial planning profession? Attending professional development conferences is a great way for financial planners to convene with industry leaders and respected colleagues from all over the world in order to learn, network, … How to Advise Clients About Timeshare SpendingThe American Resort Development Association (ARDA) estimates that regardless of potential pitfalls, over nine million consumers invest in vacation timeshares each year. Yet, buying vacation timeshares has become synonymous with bad financial investment in recent years. In fact, according to … The Unprecedented Threat of Recession From Low Oil PricesMany people have a portfolio rich in oil companies stocks, because they viewed them as a safe investment. However, oil prices are now extremely low primarily due to the amount of oil being produced by new extraction techniques such as … |
