The rising cost of goods and services impacts clients in more ways than just their cash flow. Last week I referenced an inflation graphic published by the New York Times that illustrates the effect of inflation on various spending categories. Rising inflation not only leads to potential changes to spending, it can also leave clients under insured by surprise.
Rising Replacement Costs
According to data published by the BLS, material prices for construction projects (including diesel fuel) have increased a cumulative of 30.2 percent from December 2003 to January 2008. This is more than double the reported increase in the Consumer Price Index (CPI) of 14.5 percent for the same period.
At the end of April, Charles Schwab and Texas Tech University announced the creation of a Schwab Technology Complex on the University’s campus, and also named Danielle Winchester as the first Schwab Research Scholar.
With most taxable money market vehicles yielding under 3%, I have my eyes out for safe and painless opportunities to earn a higher yield. Also, the IRS has begun sending the 
I encountered a unique resource on the 
My firm is seeking to hire a new employee, so I have assisted in sending out notices through my various networks to find qualified candidates. One individual recommended that I use the services of the 
Davis Janowski over at Investment News 
Financial advisers create large volumes of data due to the comprehensive nature of the financial planning process. Portions of the material generated include documents that can easily be searched, such as Word documents of financial plans, Excel worksheets with calculations, and email correspondence with clients and allied professionals.
This morning when I arrived at work I received a notification from the 
As a busy financial planning professional, I send out many requests for meetings, conference calls, and other events throughout each week. Some are fairly easy to schedule, such as one-on-one time with a co-worker, but every so often there are times where I need to send a request to numerous individuals and make a futile attempt to work around their own busy schedules.
During the production of our 
