View Online

DECEMBER 31, 2019

INDUSTRY

How Smart Are You About Tax Credits?

John Kador

The Tax Cuts and Jobs Act introduced new rules that dramatically shuffle the tax landscape. How informed are you about them?

FULL ARTICLE

Advertisement

HIGH NET WORTH

How Smart Are You About Single Family Offices?

John Kador

Just how much do you know about how family offices function and the rules under which they are governed?

FULL ARTICLE

Advertisement

SPONSORED CONTENT

Safeguard Your Client Emails

Sponsored by The Investment Center

A new breed of cyber threat aims to impersonate your clients. Here’s how you can minimize the risk to you and your clients.

DOWNLOAD WHITE PAPER

EQUITIES

How Smart Are You About Dividend Capture?

John Kador

A score of six means you can explain the strategy to your clients.

FULL ARTICLE

CLIENT RELATIONS

How Smart Are You About Economic Theories?

John Kador

Take this quiz to test your understanding of 12 economic theories, both popular and obscure.

FULL ARTICLE

SPONSORED CONTENT

Why Social Security is So Vital to Retirement Planning

Sponsored by The American College of Financial Services

The vast majority of clients qualify for Social Security benefits and could use your guidance.

FULL ARTICLE

PHILANTHROPY

Test Your Smarts on Donor-Advised Funds

John Kador

This pop quiz will give you a good sense of your expertise on donor-advised funds.

FULL ARTICLE

FIXED INCOME

How Smart Are You About Fixed Income Investments?

John Kador

How well do you know the characteristics of fixed income investments and how they operate?

FULL ARTICLE

SPONSORED WEBINAR

Staying the Course in a Time of Increasing Risk – 1/16/20 | 4:15 pm ET

Sponsored by Guggenheim

Ten years of ultra-easy monetary policy has led corporate issuers to accumulate record levels of debt, making them vulnerable to downgrades when the turn in the business cycle arrives. This webinar will share insights on tensions in the macro environment and potential implications to investors.

REGISTER NOW