May 2018 Archives

Women advisers driving revenue growth

The current status, and even the history of women in financial services, is just a [...]

Selecting Your Children's Guardians Is Very Different Than Naming Their Godparents

"Throughout my career of providing financial and estate planning services, I have found that the [...]

Advisors Steer Clients On Safer Course When Family Squabbles Erupt

A lack of communication within a family can pave the way for conflict. An advisor [...]

Global Shares Waver as Treasury Yields Hold Near Recent Highs

Investors have been focused recently on worries over rising inflation and interest rates pushing up [...]

Choosing An Executor For Your Estate

Far too many of us put off finalizing estate documents because we get hung-up on [...]

Closing Bell Exchange: Biggest 30-year bond auction ever

Michael Hans, Clarfeld Financial Advisors; Mathew Cheslock, Virtu Financial; and CNBC's Rick Santelli discuss what [...]

Don't sell in May, says Michael Hans

Clarfeld Financial Advisors' CIO tells Reuters' Fred Katayama financial and tech stocks can take this [...]

Flight To Quality Has Not Served As A Buffer This Year

Michael Hans, Chief Investment Officer at Clarfeld Financial Advisors, on markets and current allocation strategy. [...]

Buying a second home? Don’t overlook key tax considerations

If you're considering buying a second home, there are a number of financial considerations, including [...]

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