Category: Bob Veres’ Blog

Tax shelters in the 1980s = nontraded REITs in the 2010s–or, at least, that's what I'm afraid of.

What's an appropriate fee to charge for your work–and does it depend on your service model?

How I read the broker-dealer survey numbers.

How do you know if you got your money's worth from a national conference?

What is the most important time-consuming service that you can outsource to achieve greater efficiency?

What, exactly, are we trying to accomplish when we talk about promoting financial literacy?

The Insider's Forum conference represents something new in the advisor space.

Does it make sense to allow Wall Street to write the rules of the game for their own benefit?

How can we predict the future, and what is the most likely outcome of the problems we see now?