Practice Management
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Roth IRA for Children: Asset Retention Strategy
Asset leakage is a serious long-term danger to many advisory practices since the inheritors often do not stay with the financial advisor. By working with clients today to open a Roth IRA for their minor children, you lay the groundwork to establish relationships with the future heirs of your clients’ wealth during their most formative years.
The Future Series
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Solving for Droughts and Wildfires
The current drought in the West ranks one of the driest periods in the last 1,200 years. By one estimate, nearly 98% of land across 11 Western states is abnormally dry, with more than 90% in some stage of drought. Worryingly, the top five states in population growth are in the West or Southwest, putting additional pressures on an increasingly scarce resource.
Markets and Investments
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The Subscription Economy is Taking Over
The subscription economy is moving in a myriad of different directions, going well beyond music and TV/movie streaming services. In fact, according to one estimate, the subscription economy has grown over 435% in nine years.
Industry Trends
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Financial Illiteracy: When Will We Learn?
Financial literacy has a predictive power in determining how well an individual can meet an unexpected expense or how likely someone is to save enough for retirement. A financial literacy gap not only points to a disparity in financial satisfaction, but it is a leading contributor to economic inequities.
Work/Life Balance
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Making Gold with Recycled Plastic
The amount of plastic waste is as staggering as it is appalling, harming marine life and eventually entering the human food chain. Solutions to the problem have been elusive and had only limited impact. There is, however, one potential solution that may be more powerful than any of them. What if there was a way to make plastic waste valuable?
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