Charitable Giving

Giving And Saving With CLTs 

Apr 1, 2008,

By Kevin McKinley

For almost 25 years investors have experienced general appreciation in the value of their investments. However, the last few months may have left many...

Gimme A Break 

Mar 1, 2008,

By Kevin McKinley

When your clients complain to you about paying their taxes this April 15, don't roll your eyes when they claim, It's not about the money. Because their...

Philanthrophy For Middle-Class Millionaires 

Feb 1, 2008,

By Kevin McKinley

Many would-be philanthropists struggle with choosing which charity will be on the receiving end of their giving. Complicating this choice is the fact...

The Gift That Keeps On Giving 

Jan 1, 2008,

By Kevin McKinley

Sooner or later, you're going to get a call from a valued client that may put you in an uncomfortable situation. He will tell you that the Society for...

Current Issue

Registered Rep Cover

A FALSE SENSE OF SECURITY

May 1, 2008

Are closed-end fund preferred-auction securities safe? We consider CFPs to be the conservative's conservative security. Defaults are even rarer than failed...

browse back issues

Book Review

RainmakerBecoming a Rainmaker - Getting a Downpour of Serious Money

Only a very few financial professionals who target the affluent are bringing in 10 or more new affluent relationships each year. This book shares the Mindset, Activities and Skills of the Rainmakers who consistently achieve this level of success. Click here.

Bookstore

Back to Top