Planning and Advice

Learn from your own referrals

You encourage friends, clients, neighbors and family to send you clients. What do you give back in return? Sometimes business leads fall on your lap. When considering several friends you could tell, how do you choose?

By Bryce Sanders |July 28, 2014

3 min read

Got Snowbirds? Check these tax changes

On October 31, the IRS released inflation adjustments for more than 40 tax provisions.

By Terry F. Ritchie |July 25, 2014

3 min read

8 ways to be more productive

Obsessing over your goals is a waste of time.

By Staff |July 25, 2014

1 min read

Strengthen client relationships

Investors are unduly influenced by short-term market swings.

By Atul Tiwari |July 24, 2014

2 min read