Saving money via stocks and bonds is a gamble. How to run Monte Carlo simulations—in Excel—to help increase your clients’ odds of investment success....
How much can clients draw down per year in retirement? The so-called 4% Rule may be forcing retirees to scrimp needlessly. The new theory on nest egg withdrawal rates. ...
Nov 1, 2008 12:00 PM, David A. Geracioti Editor-In-Chief
I have a friend, a financial advisor, who keeps what he calls The Yell-At-Tom Index. (His name is Tom.) Interestingly, The Yell-At-Tom Index (TYAT) is...
But not the bad kind. Now that the wirehouse model is kaput, working for a bank has new appeal. The bank brokerage space has come a long way from its free toaster days....
Last year, even after the credit crunch began, insiders at regional banks were actually buying shares of their own companies. Whoops. Overly optimistic? Or just a tad too early?...
Nov 1, 2008 12:00 PM, David A. Geracioti Editor-In-Chief
I have a friend, a financial advisor, who keeps what he calls The Yell-At-Tom Index. (His name is Tom.) Interestingly, The Yell-At-Tom Index (TYAT) is...
Cannon’s Concepts For Professionals: A Complete Library of Essential Financial Concepts
This reference book was updated for 2008 and now contains over 900 pages of information on essential financial concepts and wealth management strategies for your work with wealthy clients. The book not only contains brief summaries of each topic, but it also contains many useful diagrams and charts that can be used with clients when explaining difficult financial concepts. The information in this book meets current FINRA/NASD guidelines....
