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Guest Columnist Steve Lockshin

2 articles

Articles written by Guest Columnist Steve Lockshin

Steve Lockshin: There is rarely a chance to achieve a 40%+ immediate return for clients with no increase in portfolio risk.

May 26, 2023

RIAs better get ready in 2023 for a shocking 2026 wakeup call -- and a killer opportunity -- as '$26-million' estate tax exemption expires

RIAs got a hiatus from worrying about estate issues but also lost a value proposition; both the headaches and the chance to intervene are back and need addressing before impact

Steve Lockshin: We cannot be left to regulate ourselves.

Aug 17, 2012

Lockshin: All advisors must deal with the threat of low industry standards -- before investors do it for them

The gains of the last 20 years could be scuttled if advisors don't band together to raise the standards of training and education

Guest Columnist Steve Lockshin

Articles written by Guest Columnist Steve Lockshin

RIAs better get ready in 2023 for a shocking 2026 wakeup call -- and a killer opportunity -- as '$26-million' estate tax exemption expires

Lockshin: All advisors must deal with the threat of low industry standards -- before investors do it for them

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