Monthly Archives March 2018

Though It’s Women’s History Month, It’s Probably More Important to Understand The Future of Women In Investing.

Even though March is “Women’s History Month,” we want to take this opportunity to look forward rather than backward. Understanding how women relate to investing and financial advisors may be key to growing your practice now and in the future, according to research studies.   A recent article in Investment News says the number of women controlling assets and making financial decisions is growing: Twenty years ago, investing was more of a man’s game and though the number of female advisers is meager (only 14%), the number of female investors has skyrocketed, with American women projected to control upwards of
Read More

Categories: Blog Posts.

It’s Tax Season, Time to Reach Out to Your Clients Proactively

Due to the tax law changes that happened last December, as a financial advisor you’ve probably received a lot of calls and questions about the “Tax Cuts and Jobs Act of 2017” already. The whole financial services industry is still working through the implications of the legislation, and the IRS will undoubtedly be issuing clarifications since the law takes effect for this 2018 tax year. (Like this clarification in February, regarding home equity loans: https://www.irs.gov/newsroom/interest-on-home-equity-loans-often-still-deductible-under-new-law) Tax season has always been a great time to reach out to your clients, and the new legislation makes it even more so. Here are
Read More

Categories: Blog Posts.