Twelve points Blog
A Financial Year in Review: 2017
In order to best summarize the 2017 financial year, we will walk through each quarter through the perspective of equity and then fixed income investors. Throughout each we will highlight key points and developing trends
Are You Saving in the Right Retirement Account? Here’s How to Know.
The world of retirement accounts is crowded. Do you know the difference between a 401(k) and an IRA? How about the difference between a Traditional IRA and a Roth IRA? To eliminate the confusion, we’ll break down what makes each type of retirement account different.
Lawyers: Protect Your INCOME (Part 1 of 2)
As a lawyer, you spend your days (and nights) looking after the legal needs of your clients. That’s what makes you so successful. You are singularly focused on achieving the best results for them. You should protect your income with the same passion.
One Way to Protect Your Income (Part 2 of 2)
Your Law Firm has a group long-term disability program. Excellent news. However, the reality is that a significant portion of your income may still be at risk.
How the Most Successful Foundations Cover Their Asse(t)s
When you serve on the board of a non-profit, you have one specific fiduciary duty: to guide the strategic operations of the organization so it can run efficiently, effectively, and responsibly.
Scouting Out a Name: Why We’re Called Twelve Points
Naming a business, especially one in the financial services industry, can be a source of frustration or inspiration, as noted in a recent Investor’s Business Daily article. Co-founder and principal, Dave Clayman, chose Twelve Points as a tribute to the 12 Points of the Boy Scout Law.
Categories
