The markets will face three major events that could cause uncertainty to US markets in June. Europe’s problems seem to be focused on the Greek Elections on 17th, then the FOMC meets on the 19th and 20th, with the Supreme Court likely to decide around the 25th the fate of the Health Care Bill. The European event may the biggest …
Read Andy’s article published by Advisor One discussing “Creating Wealth Isn’t Quick of Easy… So Why Do So Many Think Otherwise?” By far, the hardest part of managing other people’s money is not just the research that goes into building a portfolio or picking the specific assets, but the psychology of how a client feels relative to the current marketplace …
Read Andy’s article published by Advisor One discussing “Why You Still Shouldn’t Gamble on Gift and Estate Taxes”.
There’s an old saying (based on Scripture) that affirms “the truth will set you free.” Yet I often wonder if our government officials ever heard the saying because, year after year, we seem to hear more evidence pointing to the contrary. For instance, many politicians appear to twist the truth during campaign years as it relates to our tax code …
Read Andy’s article published by Advisor One discussing “How The Wealthy Have Endured Tough Times Through Extreme Patience and Emotional Control…” Patience. Who has any of that anymore, especially when our own government illustrates that we should be able to have anything and everything we want immediately! Credit cards have allowed people to spend money they don’t have, while easy …
Read Andy’s article published by Advisor One on the hot topic of “Fiduciary Standards”… As many are already aware, the fiduciary issue has become an SEC hot topic relative to the standard to which each financial advisor will be required to adhere. Depending on which side of the debate you’re on, whether you are an advisor or broker, each of …
Read Andy’s article published by Advisor One regarding the heavy debate of “The Dodd-Frank Wall Street Reform and Consumer Protection Act Of 2010 and Why Congressional Officials Aren’t Also Held To A Fiduciary Standard Too?”… http://www.advisorone.com/2011/07/25/5-reasons-congress-should-be-held-to-a-fiduciary-s?utm_source=dailywire72511&utm_medium=enewsletter&utm_campaign=dailywire%3C/a
National Advisors Trust Company recently received authority from the Office of Thrift Supervision to offer estate administration and guardianship services in addition to the trustee, employee benefit, IRA, and custodian services that National Advisors Trust has offered since its original chartering. The new estate administration and guardianship services are now available to clients of advisory firms that are National Advisors …
Read Andy’s article published by Advisor One penning his thoughts on “Why Most Individuals Shouldn’t View Private Foundations As Only Available To The Ultra-Wealthy “… To Read More Click HERE
Read Andy’s article published by Advisor One discussing “Some Relief Being Given For Tornado Stricken Areas”… http://www.advisorone.com/2011/05/17/irs-offers-tax-relief-for-tornado-stricken-areas
