Beneficiary Deemed Owner Trusts (BDOTs)…An Unknown but Useful Tool
My goal in this business is to help advisors give better advice to clients on different topics. While estate planning…
Financial News
Beneficiary Deemed Owner Trusts (BDOTs)…An Unknown but Useful Tool
My goal in this business is to help advisors give better advice…
Craig Wear and Others Need to Stop Fearmongering Taxes on Roth Conversions
If you haven’t noticed, recently I’ve been calling out “self-anointed” Roth conversion…
Sharpe Ratio vs. Calmar Ratio (which one is better?)
After doing hundreds of OnPointe Risk Analyzer software demos, the number of…
AI Portfolio Optimizer Launches in 2 Weeks—The Sneak Preview Will Blow Your Mind
If this tool doesn’t blow your mind, please reach out to me…
Making Changes
When and if the RIA you work under is sold someday for tens if not hundreds of millions of dollars…your payout from the sale is ZERO!
Must Read
Certified Roth Conversion Specialist™ Designation Officially Launches!
This has been nearly two years in the making, but it’s finally here! To learn about the Certified Roth Conversion…
Communicate the Dangers of Sequence of Return Risk in less than 30 Seconds!
To sign up for a LIVE DEMO of the industry’s best retirement planning software (OnPointe), click on the following link (you’ll want to after…
