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These direct payments are intended to provide direct assistance to American taxpayers who have lost wages, jobs or opportunities because of COVID-19. But there is some fine print.April 5
President and founderEmpyrion Wealth Management -
It has taken me eight years of conscious work to be able to discuss this topic so frankly.March 31
FounderSolutions With Sonya
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Can a home equity line of credit offer clients a bridge loan for troubled times? Says one, “I’m going to call those people and rehire them.”March 27
President and founderEmpyrion Wealth Management
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Turning loss into profit in down markets can seem like magic to some clients.March 26
Founder and plannerRetirement Matters
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To hear some regulators tell it, “commission” is code for churning — but the fee-based vogue gives rise to reverse charges, writes Mark Elzweig.March 24
PresidentMark Elzweig Co.
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Bear markets come with checklists of savvy moves to make for investment portfolios.March 23
FounderWealth Logic
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An imagined conversation with the legendary Vanguard founder about the coronavirus market crash.March 18
FounderWealth Logic
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Before you do anything else, make sure your practice is optimized for a remote-office situation. Are there compliance standards you need to meet?March 18
CEOThe Rudin Group
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Restoring fee-model disclosures to its website is just the first step in correcting the organization’s “monumental failure,” according to fiduciary watchdog Ron Rhoades.March 9
CFP and professor at Western Kentucky University
