Miriam Rozen
staff reporterMiriam Rozen, a Financial Planning contributing writer, is a staff reporter at Texas Lawyer in Dallas. Follow her on Twitter at @MiriamRozen.
Miriam Rozen, a Financial Planning contributing writer, is a staff reporter at Texas Lawyer in Dallas. Follow her on Twitter at @MiriamRozen.
Don't let momentum for an asset class in either direction overtake logic.
They started early and hired successor candidates based on their values, not just their skills.
One adviser calls it a "fairly destructive strategy."
Section 1031 of the IRS Code may seem arcane, but using it can be highly beneficial to certain clients.
These prospective clients may have fewer assets but lots of dreams, so make time for them.
These prospective clients may have fewer assets but lots of dreams, so make time for them.
Verify every candidate’s claims about the quality and quantity of their clients.
Verify every candidate’s claims about the quality and quantity of their clients.