Twelve points Blog
Key Social Security Benefits Soon-To-Be Eliminated – Act Now
The clock is ticking on significant Social Security updates. On November 2nd of last year, President Obama signed a new budget bill (the Bipartisan Budget Act of 2015) that eliminated the “file and suspend” and the “restricted claim for spousal benefits only” claiming strategies
How a Portfolio Stress Test Helps Balance Investment Risk and Reward
Portfolio stress tests have gotten a lot of attention from the media lately. It’s hardly a new concept; every year, the Federal Reserve conducts a stress test of the thirty largest financial institutions to figure out how they’d react in the event of an extreme financial crisis.
Better Benefits for Millennials: More Companies Helping to Pay Off Student Loans
Millennials (people now in their 20s and early 30s), who outnumber Baby Boomers in the U.S., have been saddled with $1.2 trillion in student debt. According to a recent article in The Boston Globe, the average student debt in the U.S. has increased 60% from $18,000 to $27,000 since 2007.
Regulatory Compliance Education Benefits the Whole Team
I recently had the opportunity to attend the annual Regulatory Compliance Conference in Boca Raton, FL. In addition to bringing colleagues from both the Registered Investment Advisor (RIA) side and Broker-Dealer side of the financial services industry together
Making it Personal: Client Service and the Guest Experience
Service. It’s what sets businesses apart. Why does it play such a crucial role in their success? Take a look around. There seem to be multiple options for every type of service imaginable; if you need a dry cleaner, odds are there are several shops in your town to choose
Congratulations to Kimberly Van Winkle, Our New Chief Compliance Officer and Director of Operations!
We are pleased to announce the promotion of Kimberly Van Winkle to Chief Compliance Officer and Director of Operations, effective January 4, 2016. In her new role, Kimberly is responsible for monitoring and directing daily operations and regulatory compliance
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