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When your clients say they want to invest like celebrity billionaires, point out that they already have one thing in common — some years are good, some are bad.
December 31 -
For example, taxpayers should not panic about the new cap on state and local tax deductions.
December 31 -
Jason Kirkland, a former Baird employee, has sued the firm for allegedly withholding his compensation.
December 28 -
There can be benefits in enrolling simultaneously, but there are also incentives to consider in waiting on Social Security, instead of claiming benefits at 65 when Medicare kicks in.
December 28 -
The regional brokerage isn’t slowing down its recruiting efforts.
December 28 -
The cost of Wells Fargo's scandals continues to rise as regulators from all 50 states forced the institution to pay hundreds of millions in penalties for the creation of fake accounts, improper enrollment in life insurance, force-placed auto insurance policies and other activities.
December 28 -
The clients say their advisor improperly invested their funds in a Miami Beach nightclub that failed.
December 28 -
A months-long court fight ended when a judge granted the wirehouse’s request to restrict the advisors’ ability to contact clients.
December 28 -
Helping clients understand casualty loss rules following an unexpected tragedy.
December 28Baird Private Wealth Management -
In this circus of an industry, what chance does an average investor have of finding somebody who will actually work on his or her behalf?
December 28Financial Planning