Forecasting the Cost of Long-Term Care
The LTC Cost Calculator includes adjustable "sliders" so individuals can view various scenarios in real-time, setting the stage for in-depth discussions and considerations of risks.
Advertise with impact
When financial planners advertise, they engage prospective clients in an elaborate mating dance. Customers ultimately expect live interaction, usually through telephones and branch offices. As...
'Late Stage' College Planning
Advisors don't need to be reminded how much of an expenditure paying for college has become for their clients. We've all seen examples of how...
The Power of One
Asset allocation tends to be a do-it-yourself enterprise for wealth managers. But as multi-asset class funds become more sophisticated, some advisors are reconsidering off-the-shelf asset...
The quest for superior risk-adjusted portfolio returns knows no bounds in the 21st century. Investors routinely look beyond the traditional mix of stocks, bonds and...