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  • Are you at risk for investment fraud?

    January 2021
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 380

    Abstract: Perpetrators of investment fraud know how to push the right psychological buttons to entice their “marks” to buy worthless or nonexistent securities. This article explains how to recognize and mitigate risk by asking the right questions, performing some research and consulting with trusted advisors.

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  • Investment vs. speculation: The critical difference

    May / June 2019
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 380

    Abstract: Most investors don’t perform adequate investment research and there’s evidence that they may not understand the difference between investing and speculating. This article defines these activities and suggests ways to avoid investment risk.

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  • 8 steps to a new physician compensation plan

    Spring 2013
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 380

    Abstract: Physicians who have completed a merger or acquisition recently, or are experiencing physician turnover, should probably at least consider a new compensation plan. This article lists eight steps that can help them create one.

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  • Is that domestic relations order qualified?

    February / March 2012
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 380

    Abstract: Every plan administrator likely will have to handle a domestic relations order at some time. This brief article discusses what an administrator needs to know to make sure the order is qualified before distributing funds owed to a plan participant to another person.

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  • Take a bite out of fraudulent crime with a few simple steps

    March / April 2010
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 380

    Abstract: Fraud becomes more prevalent during difficult economic times, when people are hurting financially. And fraudsters tend not to discriminate — they’ll target both novice and sophisticated investors alike. Thus, it’s important not to get into the mindset that fraud and identity theft “can’t happen to me,” because it can. But there are steps one can take to guard against investment scams and identity theft.

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