Bill Boersma: On Life Insurance

I was working with an advisor recently who is involved in a typical situation; given the current economic environment, he has a client who is struggling to, or at least questioning if he should, pay his Read more…

What is this? 

The Uniform Prudent Investors Act (UPIA) requires an investment policy statement (IPS) for trust owned investment to comply with fiduciary standards.  It seems self evident Read more…

After the WSJ article in which I was quoted came out, a gentleman in the industry sent me a question via www.opportunityconcepts.com.  His question was:
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