Planning and Advice

What if you share a name with a criminal?

Financial services consultant Jeff Thompson* was crossing the U.S. border a few years ago when his vehicle was surrounded by armed border guards and his entire family ordered to step out. They told him his youngest son shared a name with a fugitive.

By Vikram Barhat |July 22, 2013

5 min read

How to handle insults

You’re at a party and someone asks what you do for a living. Advisors have prepared responses designed to get the other person asking questions. But what do you do when the person puts you down?

By Bryce Sanders |July 22, 2013

3 min read

How to frame fees

When clients obsess about fees, it’s usually because they don’t understand them. Walk them through how you’re paid and why it’s worth it.

By Stuart Foxman |July 18, 2013

3 min read

How to deal with business losses

Business losses are different than capital losses.

By Jamie Golombek |July 17, 2013

3 min read