(June 13, 2003) To leverage or not to leverage? That’s the question on some clients’ minds as they look to increase their investable assets in a down market. While leveraging is certainly a viable option for clients, advisors need to spell out the good, bad and ugly side of borrowing to invest, says Jamie Golombek, […]
(February 18, 2003) The federal budget has something for everyone, though some advisors say it could have done more to put money into the hands of their clients. One budget gem is the incentives for small-business owners. Clients who fall into this category will be thrilled with the fact that the low 12% tax rate […]