Wealth Management Daily Memo

DECEMBER 13, 2018

HIGH NET WORTH

The Tax Aftermath of Amazon HQ2

Jim Daniels

Executives should be wary of tax pitfalls, even if they aren't moving across the country.

PROSPECTING

The Secret to COI Referrals

Stephen Boswell and Kevin Nichols

If you want more business from COIs, host review meetings with them.

SPONSORED CONTENT

Diminish your Risk of Cyber-Attacks

Sponsored by United Planners Financial Services

Timely information and innovative solutions.

HIGH NET WORTH

Martin. Aston Martin Fetches Nearly $1 Million at Bonham's Annual Bond Street Sale

WealthManagement.com Staff

A 1958 BMW Series II Roadster garnered the biggest gavel price among all the rare cars up for auction at north of $3 million.

SPONSORED CONTENT

Help Women Take Control of Their Long-Term Care Risk

Sponsored by Lincoln Financial Group

Female clients have a higher risk of needing and providing care for a loved one, due to longevity.