What Advisors Are Telling Panicky Clients About Market Volatility: Roundup
The market’s wild ride in the last few weeks has created extra work for advisors—who have spent a lot of time reassuring panicky clients about their investments. Here's a roundup of what advisors and other finance professionals are advising clients to do
Advisors Helping Advisors Finding the Work-Life Balance
Lisa Kirchenbauer and partner Phil Dyer are sharing their experiences with other advisors, with a Tuscany twist.
DAF or Foundation?
"Many of my clients have wealth that is newly made or created," says Lisa Kirchenbauer, head of Kirchenbauer Financial Management & Consulting in Arlington, Virginia....
Time to Start Talking
With the economy sputtering, more and more financial advisors are going to see their boomer clients squeezed between the dual financial demands of boomerang kids...
E Pluribus Unum
As financial advisors, we deal with a broad range of issues with our clients, many of which go way beyond money. Because of the nature...
Few prudent drivers would take to the road without having their cars adequately insured, even if it were legally permissible. In these days when a...