Norb Vonnegut | February 28, 2010
What is asset protection?
As a stockbroker, I warned clients about “predators and creditors.” Let’s face it. We live in a litigious world. Get in a car wreck, and your assets may be attacked. Homes. Family businesses. Savings. And predators aren’t restricted to collisions on the highway. There’s always the altar.
Is asset protection some kind of [...]
Category: Wealth Management |
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Tags: asset protection, stockbroker, wealth, wealth advisers, Wealth Management
Norb Vonnegut | February 3, 2010
I feel great. I never sleep like this. All warm and toasty and swaddled in goose down. Wow. What’s better than sleeping late? I may never get out of bed.
What time is it?
Nine thirty. I bet it snowed last night. Probably need to shovel the driveway. No way. I’m going back to sleep. I love [...]
Category: Worst Case Wednesday |
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Tags: ET, Financial Advisers, money, stockbroker, wealth
Norb Vonnegut | January 20, 2010
Next week I’m starting an advice column for finance professionals: Worst Case Wednesday. It’s about what to do when the unthinkable happens.
You’re late for a meeting—even worse, you sleep through it.
The SEC shows up at your front door.
Your client asks an uncomfortable question, inviting a white lie.
You flunk the Series 7.
A colleague throws you under [...]
Category: Worst Case Wednesday |
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Tags: investment reps, Money Managers, stockbroker, Stockbrokers, Wall Street