Practice

Can clients deduct interest on this loan?

Leveraging, or borrowing to invest, can be a very effective strategy.

November 26, 2012

6 min read

3 ways to create an insurance trust

An insurance trust is a tool that can allow a policy owner to control the timing and use of insurance proceeds following the death of the insured

By Mike George |November 26, 2012

5 min read

Help clients set realistic expectations

When investing, leave emotion at the door.

By Christopher Hope |November 26, 2012

8 min read

How to respond to criticism

What happens if a guest at a party asks what you do, and makes a snarky comment when you say, “I’m a financial advisor?”

By Bryce Sanders |November 26, 2012

3 min read