Sam Ushio is Practice Management Consultant for Private Client Services
View Sam's' bio »
How well do you know the drivers of your business growth? Most advisors confidently respond that they have a clear understanding of the key ingredients that fuel their upward trajectory. Our observation of the industry tells us otherwise. Let’s say you’re at a conference. You’re standing in line at the standard conference lunch buffet. As
Introduction to the AMT If you are not yet familiar with the Alternative Minimum Tax (AMT) this tax season, you probably will be in the future due to this inexorable fact: When Congress created the minimum income tax of 1969, it failed to index to inflation the income level and exemptions set for the jurisdiction
I had an idea while watching the Oscars this year: what if instead of composing a soundtrack for a movie, we had to compose one for the world for the first three months of 2011? To do that, we’d need to bring Johnny Cash back from the dead. Like his music was, the world has
George Harrison clearly understood the role that taxes had on his wealth. In his 1969 classic, Harrison was facing a marginal tax rate of 95%! In shock, he and fellow Beatles penned the classic anti-tax song. Although the marginal rate for U.S. investors is well below the 95% rate, taxes still play a huge role
This quarter’s Investment Manager Outlook survey produced interesting results. Most notably, bullishness for emerging markets equities fell 20 percentage points, down to 51%. While this indicates that the majority of managers still like emerging markets, this is the lowest rating this asset class has seen since the first quarter of 2009. There are several issues
As a financial advisor, you face many challenges dealing with investors – particularly during turbulent market cycles. One of the most daunting can be the pressure to “do something” with a client’s portfolio when they’re scared even though your gut tells you to stick to your long-term strategy. This tendency to act was extremely pronounced
Investing is a complicated subject – with financial experts voicing countless opinions and recommendations. Sometimes the experts are understandable, but more often than not, they leave investors scratching their heads with all the theory and jargon they use. If it can be said in a simpler way, then why do experts infuse their commentary with
e.g. yourname@company.com
We will only use your email for Helping Advisors Blog updates.
