Bond Market Worries Strategists

Bond. James Bond. If your clients had invested in the latest installment of the James Bond series, the $1 billion-plus grossing “Skyfall,” they would have a much better return on their investment than what they’ll get in the U.S. bond market this year. That’s the word from investment analysts (without the James Bond reference), so… Read More »

Help Clients Prevent Alzheimer’s from Destroying a Family’s Financial Future

Alzheimer’s disease, and the demands it places on a caregiver’s time and energy, can devastate a family’s emotional resources. It can devastate the family’s bank account, too. According to the Alzheimer’s Association, 5.4 million Americans are living with it, and one in eight older Americans is afflicted with the progressive, incurable disease. The association says… Read More »

Deadline Looming on Gift-Tax Rules

Time is running out for your wealthy clients to take advantage of the generous 2010 tax laws that lowered gift tax exemption amounts and tax rates. Currently, lifetime gift-tax exemptions are at $5 million per individual and $10 million for married couples — but those limits are set to dwindle dramatically to $1 million for… Read More »

Advance Directives Could Have Saved ‘Legally Blonde’ Actress a Day in Court

Guardianship over a relative is much more difficult to obtain after a loved one has already become legally incompetent due to physical or mental illness. Lengthy, costly and heartbreaking court proceedings can be avoided with advance directives. As advisors, we have an obligation to ensure that clients understand the importance of having these documents in… Read More »

Tax Scams the IRS Wants You to Avoid—For Their Benefit and Your Own

The IRS recently released its “Dirty Dozen Tax Scams”, and some of the items on the list will be of particular interest to anyone concerned about asset protection. According to this article in, taxpayers should “exercise caution during tax season to protect themselves against a wide range of schemes ranging from identity theft to… Read More »