Wealth Management Daily Memo

DECEMBER 27, 2017

CLIENT RELATIONS

Building Your Piece of the Future

Scott MacKillop

Year-end thoughts on how to thrive in the new world as the old one melts away.

ESTATE PLANNING

Clawback Under New Tax Law

James G. Blase

We can only speculate how the IRS will handle this issue.

SPONSORED CONTENT

The Three Tiers of Retirement Income

Sponsored by Janus Henderson

Use this tool to help clients create a retirement income strategy.

DOWNLOAD WHITE PAPER

ALTERNATIVE INVESTMENTS

Hunt for Next Bitcoin to Spark Wilder Crypto Swings

Ben Carlson

New exchanges are creating a lottery for winners.