Wealth Think

Legacy expert attorneys Danielle and Andy Mayoras say planners with clients whose families are involved in this type of legal struggle over an elderly parent should keep in mind that there are two sides (at least) to every story, and allegations of a parent’s care or finances being compromised are not always easy to prove.

“Is today's pain at the pump tomorrow's barrier to recovery?” asks J.P. Morgan Funds’ Market Strategist Andrew Goldberg. There is a precise quantitative relationship between changes in energy prices and economic growth, with high oil prices impacting GDP. The longer answer to the question is at this moment still uncertain. There are good arguments on both sides regarding the future direction of the price of oil, and hence the duration of pain at the pump and how it could affect the strength of continuing recovery of the US economy.

The advantages of having both an RIA and broker-dealer relationship include ownership of the business while having the support of a full service broker-dealer.

This week, IRA expert Ed Slott fields questions about withdrawal limits for non-designated beneficiaries and required distributions.

Legacy expert attorneys Andy and Danielle Mayoras – along with everyone else – have now had a chance to take a look at Whitney Houston’s will. That the deceased music superstar opted for a will rather a living trust points to some shortcomings in her overall estate planning strategy.

Marketing expert Marie Swift says keeping your client pipeline full is both an art and a science. Here are some three things advisors should be doing now to prevent a dry spell.

RIAs discuss what impact the bombshell resignation letter of a Goldman Sachs executive could have for advisors. If anything, personal relationships between advisors and clients will mean that much more in light of these Wall Street revelations.

Financial Planning Senior Editor Donna Mitchell says there are a litany of business models and management options available outside the structured walls of wirehouse firms.

Marketing expert Marie Swift offers up some tips for advisors looking to restore their creativity, intuition and communications skills.

Legacy expert attorneys Andy and Danielle Mayoras say the pop star's been very busy lately but it remains unclear what – if any – decisions she’s making herself and illustrates the importance of informed legal and estate planning regardless of your station in life.