4 Steps to Get a Client—and a Prospect—to Trust You
Exploring why a client or prospect may have difficulty trusting an advisor, and what you can do about it.
Under the Hood: Bond Investing—Preparing for Rate Increases
When rates rise, what bonds do you want your clients to be holding? A look at the options.
How to Invest When Cash Pays Nothing, Dollar Is Strong and Oil Prices Are Sagging
I’ve been buying stock ETFs on dips and backstopping them with trailing stop orders, but is that enough?
Economic Indicators and Their Effects on the Markets
Economist Bernard Baumohl draws links between specific economic indicators and the attendant reactions of stocks, bonds and the dollar.
Under the Hood: What You Need to Know About Annuities With GMIB Riders
Annuities with guaranteed income benefit riders are popular and appear valuable, but let’s run the numbers.
Under the Hood: What You Need to Know About Fixed Income, Pt. 2: Rising Rates
The Fed has suggested, and market observers concur, that rates will rise in 2015. Here's how fixed income investors can prepare to soften the blow.
Under the Hood: What You Need to Know About Bonds, Pt. 1: Types and Ratings
With rates likely to rise in 2015, here's how to understand the different types of bonds and what their ratings mean.
Preparing Clients for Some Gloomy Possible Futures
Even if you don't believe in these gloom-and-doom scenarios, your clients will want to know how you're protecting them.
The Value of Using Trailing Stop Orders: A How-To
TSOs can play a key role in protecting a portfolio if you use them correctly.
In Search of the Best Financial Planning Software: A Road Block
I really like Thomson Reuter’s portfolio management platform, but if an agreement can’t be reached with my custodian, TradePMR, I’ll have some decisions to make.