Jun 30, 2021
Studies show that customized marketing makes clients feel more appreciated and understood. In today’s episode, we are going to learn how to implement your own efforts to surprise and delight clients.
Jun 28, 2021
My guest today, Ken McAtamney, says we are witnessing the “Mother of All Recoveries,” with yearly growth at a level not seen in decades. He expects this recovery to last years, not months or quarters. Unlike the post-global financial crisis recovery, he says this cycle will likely be driven by domestic demand, not...
Jun 24, 2021
The yield on the benchmark 10-year Treasury note is 1.62%, and that is up approximately 130 basis points from its low of 32 basis points in March of last year. Moreover, the central debate among economists is whether the U.S. faces a new regime of inflation and higher rates, or whether inflation will be only transitory,...
Jun 23, 2021
New York Life Insurance recently celebrated its 175th anniversary. It is the largest mutual life insurance company in the U.S., with approximately $605 billion in assets under management. It is very committed to helping advisors deliver innovative solutions to help their clients achieve financial security in...
Jun 22, 2021
Today’s episode will focus on advanced tax-planning issues. There are a couple of issues that my guest, Steven Jarvis, says will come as a surprise to advisors.
The first is qualified disaster retirement plan distributions reported on form 8915-E. This was an election that had to be made for 2020 but Steven keeps...