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Better Prospecting
How vs. Wow: Why Some Prospects Never Take the Next Step
How a small, overlooked factor can undermine even your best prospecting efforts
Investing for Retirement
When a Spouse Dies, the Surviving Partner May Face a Surprise Tax Penalty
Avoiding a significant tax bill may require some deft workarounds and trade-offs.
Managing Volatility
How Changing Interest Rates Affect Bond Prices
Understanding the impact of interest-rate changes on bond prices is crucial for effectively managing a fixed-income portfolio.
Defined Contribution Insights
Comparing Pooled Employer Plans
Not all PEPs are the same and financial professionals need to understand how they match up with the needs of plan sponsors.
Investing for Growth
Thinking of Changing Your Portfolio Because of the Midterm Elections? Think Again.
Elections can make investors anxious, but history suggests this fear may be unwarranted.
Investing for Retirement
Roth IRA Conversions: Not An All-or-Nothing Idea
If you expect to be in a similar or higher tax bracket when you retire as you are today, consider converting some of your retirement assets to a tax-free Roth IRA account.
Fixed Income
What Every Muni Investor Should Know About Tax-Equivalent Yields
Once you've identified your income-tax bracket, a simple math formula can help you decide if tax-exempt municipal bonds may be right for you.
Investing for Income
Tax-Loss Harvesting: A Potential Boon for Bond Investors
Now may be a particularly beneficial time to take advantage of investment losses in fixed income.
10 Things You Should Know About series
10 Things You Should Know About Bull Markets
Like sunshine after rain, up markets have always followed down markets. Here’s what you need to know about rising, or bull, markets.
Better Prospecting
How vs. Wow: Why Some Prospects Never Take the Next Step
04/16/2026
How a small, overlooked factor can undermine even your best prospecting efforts
Investing for Retirement
When a Spouse Dies, the Surviving Partner May Face a Surprise Tax Penalty
04/15/2026
Avoiding a significant tax bill may require some deft workarounds and trade-offs.
Managing Volatility
How Changing Interest Rates Affect Bond Prices
04/14/2026
Understanding the impact of interest-rate changes on bond prices is crucial for effectively managing a fixed-income portfolio.
Defined Contribution Insights
Comparing Pooled Employer Plans
04/14/2026
Not all PEPs are the same and financial professionals need to understand how they match up with the needs of plan sponsors.
Investing for Growth
Thinking of Changing Your Portfolio Because of the Midterm Elections? Think Again.
04/14/2026
Elections can make investors anxious, but history suggests this fear may be unwarranted.
Investing for Retirement
Roth IRA Conversions: Not An All-or-Nothing Idea
04/13/2026
If you expect to be in a similar or higher tax bracket when you retire as you are today, consider converting some of your retirement assets to a tax-free Roth IRA account.
Fixed Income
What Every Muni Investor Should Know About Tax-Equivalent Yields
04/09/2026
Once you've identified your income-tax bracket, a simple math formula can help you decide if tax-exempt municipal bonds may be right for you.
Investing for Income
Tax-Loss Harvesting: A Potential Boon for Bond Investors
04/09/2026
Now may be a particularly beneficial time to take advantage of investment losses in fixed income.
10 Things You Should Know About series
10 Things You Should Know About Bull Markets
04/07/2026
Like sunshine after rain, up markets have always followed down markets. Here’s what you need to know about rising, or bull, markets.
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