Under provisions of the Dodd-Frank law that will take effect in July, virtually all hedge funds will be required to file with the SEC (and publicly disclose) new Form ADV Section 7.B data.
If you have clients who may be called into military service, it’s a good idea to evaluate their life insurance options at least six months before active duty begins.
Social Security retirement benefits may begin at age 62 (at the earliest) and some pre-retirees believe they'll face a dilemma over whether to keep working or start their benefits at 62. If your clients are concerned over this choice, tell them to relax.
Many large municipal bond mutual funds and closed-end funds have lost 10 percent or more of their NAV since November, and some clients may be wondering if they should lighten up or leave munis.
If you offer group health services to companies with up to 100 employees, you have a window of opportunity to expand and change your practice, so it will keep growing through an era of health care reform.
DebugScreen: mobile
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"articles": [
{
"uri": "/2011/05/16/more-hedge-fund-transparency-ahead/",
"title": "More hedge fund transparency ahead",
"byline": "Rich White",
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"prettyDate": "May 16, 2011",
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"summary": "Under provisions of the Dodd-Frank law that will take effect in July, virtually all hedge funds will be required to file with the SEC (and publicly disclose) new Form ADV Section 7.B data.",
"body": null
},
{
"uri": "/2011/05/06/life-insurance-for-military-clients/",
"title": "Life insurance for military clients",
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"kicker": "",
"prettyDate": "May 06, 2011",
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"summary": "If you have clients who may be called into military service, it’s a good idea to evaluate their life insurance options at least six months before active duty begins.",
"body": null
},
{
"uri": "/2011/04/29/working-after-age-62/",
"title": "Working after age 62",
"byline": "Rich White",
"kicker": "",
"prettyDate": "April 29, 2011",
"timeToRead": "1 minute",
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"authors": [
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"summary": "Social Security retirement benefits may begin at age 62 (at the earliest) and some pre-retirees believe they'll face a dilemma over whether to keep working or start their benefits at 62. If your clients are concerned over this choice, tell them to relax.",
"body": null
},
{
"uri": "/2011/04/25/suggest-no-impact-ira-transfers/",
"title": "Suggest \"no impact\" IRA transfers",
"byline": "Rich White",
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"prettyDate": "April 25, 2011",
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"kickerNode": [],
"summary": "When clients retire or lose jobs, they often feel pressure to make decisions about distributions from their 401(k)s. Tell them to relax.",
"body": null
},
{
"uri": "/2011/04/18/emerging-market-currency-diversification/",
"title": "Emerging market currency diversification",
"byline": "Rich White",
"kicker": "",
"prettyDate": "April 18, 2011",
"timeToRead": "1 minute",
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"authors": [
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"kickerNode": [],
"summary": "For clients who want to diversify currency exposures, developed markets currently don’t offer many attractive choices.",
"body": null
},
{
"uri": "/2011/04/11/2007-census-can-track-down-business-owners/",
"title": "2007 census can track down business owners",
"byline": "Rich White",
"kicker": "",
"prettyDate": "April 11, 2011",
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"kickerNode": [],
"summary": "Data from the most recent 2007 survey can help you identify your most attractive target markets of business owners.",
"body": null
},
{
"uri": "/2011/04/01/help-muni-bond-clients-see-go-differences/",
"title": "Help muni bond clients see GO differences",
"byline": "Rich White",
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"prettyDate": "April 01, 2011",
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"summary": "Many large municipal bond mutual funds and closed-end funds have lost 10 percent or more of their NAV since November, and some clients may be wondering if they should lighten up or leave munis.",
"body": null
},
{
"uri": "/2011/03/25/a-window-of-opportunity-in-small-group-markets/",
"title": "A window of opportunity in small-group markets",
"byline": "Rich White",
"kicker": "",
"prettyDate": "March 25, 2011",
"timeToRead": "3 minute",
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"authors": [
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"summary": "If you offer group health services to companies with up to 100 employees, you have a window of opportunity to expand and change your practice, so it will keep growing through an era of health care reform.",
"body": null
}
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