Planning and Advice

Advisor confidential | Patti Shannon

Many managers are only marginally different from the index. We consciously go against the crowd. For example, we avoided the tech boom and significantly underperformed in 1999. But the following four years, we tremendously outperformed.

By Kanupriya Vashisht |January 1, 2012

2 min read

Help clients find you online

The Web is now such a vital part of business development that it’s hard to imagine the first Web site was put up only 20 years ago. Still, many businesses haven’t taken the steps to establish and grow an online presence. So, where do you start? And how much will it cost?

By Stuart Foxman |January 1, 2012

3 min read

Time for that annual checkup

Here are five key things to consider to improve your bottom line.

By Tyrone Matheson |January 1, 2012

2 min read

Help a client choose whether to commute his pension

If he commutes the pension, the client would get a large lump sum that would go into a LIRA if he holds off on withdrawing the money until later, or a LIF if he starts withdrawing now. But taking the pension is a turnkey, immediate solution.

By Melissa Shin |January 1, 2012

5 min read