The Intimidator
Meet "The Intimidator," named after Dale Earnhardt, Sr. She is the prized 2016 Corvette of Henderson, Nevada WIS advisor Shannon Powers. (more…)
Meet "The Intimidator," named after Dale Earnhardt, Sr. She is the prized 2016 Corvette of Henderson, Nevada WIS advisor Shannon Powers. (more…)
SEI Investments is hosting an exciting webinar with Capital Group on Tuesday, March 9 at 10 am PT. SEI’s Kevin Barr will moderate a panel (more…)
PRODUCERS CHOICE LEARN MORE VIMEO VIDEO
Join us tomorrow, Thursday, February 25 at 1:30 pm PT on our weekly tech podcast where we'll be answering the 10 most frequently asked (more…)
Producers Choice Network is excited to launch its brand new annuity e-application platform, Annuity Express, powered by Firelight! (more…)
Pershing has found a large number of CUSIPs that will require revisions to 1099 forms that were sent to clients as part of (more…)
For Pershing only, cashiering cutoff times have been updated to as follows: (more…)
This past year left long-lasting impressions on nearly everyone globally. It was a year whose history will long be debated and (more…)
Tip: Offering advanced planning attracts high net worth clients (more…)
CPS INSURANCE SERVICES LEARN MORE
Join James Moore, Vice President of Retirement Plan Services, and Taffy Guillen, Managing Director of Client Services, on (more…)
Many of you have attended the annual Lake Tahoe Symposium in Incline Village, Nevada. WIS advisor Peter Trummer lives in the (more…)
It is early 2021 and two ingredients mix again: retirement money in motion, and required minimum distributions (RMDs). This may not (more…)
Social Security and Medicare premiums, taxes and cost-of-living adjustments (COLAs) can be confusing. Adding to the complexity (more…)
We hope you, your family and friends are having a wonderful start to the new year and everyone is staying safe and healthy. While we (more…)
Did you miss the Riskalyze + WIS Webinar or do you want to watch it again? You're in luck! (more…)
The Internal Revenue Code is over 4,000 pages of often unintelligible tax jargon. So, it shouldn’t surprise anyone that (more…)
Tip: A recurring revenue model makes you and your business more valuable. (more…)
CPS INSURANCE SERVICES LEARN MORE
As we enter tax season and consider last year’s transactions, it bears repeating: (more…)
For those who saw San Jose WIS rep Mark Larkin's holiday card, you might have noticed his Grinch-y green pickup truck and wondered (more…)
The new year is underway and with it comes a fresh start. In this issue of The Edge, with the theme 2021 – A New Beginning, (more…)
As a business owner, it’s important to think of systems that help streamline your work while improving your clients’ experience. (more…)
Learn about the newest addition to the WIS tech stack, RingCentral, and why it should be one of your work-from-home (WFH) tools! (more…)
On Monday, February 15, 2021, WIS and the markets will be closed in observance of Presidents’ Day. (more…)
Join Anthony Nizzi, National Sales Manager with Voya Select Advantage, on Thursday, February 11 at 11:30 am PT to (more…)
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), effective for 2020, did not eliminate the tax reporting (more…)
Parker is a Wealth Manager in Grand Junction, CO. He initially went to college to play golf and started a path in management to be able to (more…)
Tip: Creating work-life balance leads to greater professional and personal enjoyment (more…)
Bob is 40 years old. He is a single tax filer, participates in a 401(k) at work, and makes a healthy annual salary of $160,000. (more…)
As it gets close to tax season, clients often wonder what their non-retirement account’s taxable consequence will be. (more…)
Due to unforeseen issues, our telephone provider, CallTower, is currently down. We will (more…)
The most successful financial professionals in our industry develop and use a business plan. Join Ryan Tapak, CRPC, Vice President and (more…)
Over the weekend our very own Andrew Kuo and family brought home an 8-week-old Maltese Poodle mix ("Maltipoo), whom (more…)
Steve has worked in the financial industry the past 42 years, which began during his college years doing income tax returns (more…)
Health challenges can be a significant reason for financial distress. Would your clients need to liquidate assets to cover (more…)
Meet Moca, the newest edition to the Goldstein home! (more…)
Our Monthly Advisory Call Series was created to keep you current and knowledgeable on the advisory solutions (more…)
Tip: The first 100 days creates client loyalty and advocacy (more…)