by Patrick M. Kelly | Mar 1, 2011 | Social Media
The new social media training program designed specifically for advisors was rolled out this week by LIMRA and social middleware firm Socialware. The training program, “Insight Advisor Series” is designed to provide a framework for adopting social media sites in a...
by Patrick M. Kelly | Feb 18, 2011 | Economy
Mortgage rates are on the rise, leading many to jump into the home buying market sooner rather than later. Rates have risen again to over 5%, a full percentage point higher than they were two months ago. Still, these rates are bargain basement compared to how they...
by Patrick M. Kelly | Feb 16, 2011 | Clients, IRS
Have your clients been hiding money in an off-shore account? No need to admit it here, but the IRS is offering another (the most recent previous one was in 2009) amnesty program through August 31, 2011. Hidden offshore accounts currently risk detection by the IRS and...
by Patrick M. Kelly | Feb 14, 2011 | Economy, Financial Services Industry
The Dow Jones Industrial Average continues to rise slowly, as it has for the past two months. Although we have seen several instances of apparent recovery followed by another dip, we may be seeing the beginning of the end. As the White House reports unemployment rates...
by Patrick M. Kelly | Feb 11, 2011 | Economy
The continuing devaluation of Chinese currency is bound to have large-scale effects on the American consumer. As our economy has shifted towards a service-based one, we have outsourced almost all production to China, Japan, Taiwan, and Latin American countries. As...
