One sometimes overlooked indicator that a client may be suffering from diminished mental capacity has to do with car insurance, of all things. The Hartford has come up with a program called Family Conversations About Alzheimer's Disease, Dementia, and Driving, which addresses different issues families should talk about when they have a relative dealing with dementia. "It was started because people were calling to cancel their auto insurance for spouses with dementia who shouldn't drive anymore, but as we all know, that's not going to necessarily make the spouse stop driving," says Stephanie Chappell, corporate financial gerontologist at The Hartford. The program includes ways to assess when a person has reached the point when it's no longer safe for them to drive and how to talk to him about it.
This whitepaper, written by Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, provides in-depth analysis on the use of leading economic indicators in...
Why do we make decisions that aren’t always in our own best interest? This group of articles from the Investments & Wealth Monitor takes a...
This collection of articles from IMCA's Investments & Wealth Monitor focus on retirement planning.
Jul 09, 2015
In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.
Jun 30, 2015
Join ThinkAdvisor & Wells Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.
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Join ThinkAdvisor for this live, interactive webcast and hear from the winners of the 2015 SMA Mangers of the Year on impact investing strategies and...