How to Stop Clients From Making Emotionally Driven Decisions
As advisors, we are all in the business of providing peace of mind to clients. Here’s what I’m telling clients now about the markets.
What’s Pushing Risk Assets Lower?
Providing clients with insights on the markets can calm fears and minimize losses.
Probability Analysis, Game Theory and the Markets
After a challenging 2015, can you increase your odds of investing success by using one of these two popular approaches?
What Really Affects the Price of Oil?
Supply and demand, of course, along with disruptions and the amount of reserves. But let's look at the data for a better answer.
An Advisor’s Year-End To-Do List, Pt. 3: Marketing Your Business
The past few weeks we have been discussing an advisor’s end-of-year checklist. In this post, we will finish with a look at marketing your business.
An Advisor’s Year-End To-Do List, Pt. 2: Technology and Your Budget
To be ready for the New Year, prepare your 2016 budget and know what technology you'll explore. Here's how to get to that point.
An Advisor’s Year-End To-Do List, Pt. 1: RMDs and Harvesting
As 2015 nears its end, these two action items should be on every advisor’s list.
EMoney’s in the Red Zone, but Can It Score?
An advisor pointed out an issue he had with eMoney’s financial planning software, which in my opinion needs additional work to be more accurate.
5 Steps to Take Now on Year-End Tax Harvesting
December is when you should gather data on your clients’ 2015 mutual fund capital gains distributions and take action.
What You Need to Know About Fee-Only Annuities
If you're an RIA who has put clients into fee-only annuities, watch the tax consequences of those fees.