Updated Monday, July 28, 2014 as of 12:13 AM ET

Michael Alexander and his daughter Brandy Sorenson both draw from previous careers (Navy and nursing) to help their credit-union clients.


Modest economic growth will be enough to allow corporate earnings to increase, which will provide the backdrop for equity markets to move higher, led by the U.S.


Why SPY is the Law & Order of exchange-traded funds, while SPDR Dow Jones Total Market is more like Boston Common.

People are focused on the short-term aspects of life. So for retirement planning, advisors need to engage in a new conversation that is relevant to life today. And a lot of that will revolve around health issues and their costs.

Do you have the skill set to become an independent? More to the point, are you sure that's even what you want? It's not for everyone.


There are only two sure things in life, as the old adage goes, but even death only happens once. Taxes happen every year, and changes in the law will have a real impact on your clients.


The coming years won't be easy for bank advisors. They are facing some tough challenges.


The ranks of the mass affluent are much bigger in number and in greater need of financial guidance than high-net-worth investors.

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