How a Plan Cemented a Client Relationship
By Mike PattonOne of the best things about being independent is the freedom to create the type of client-focused practice you can feel good about. Another...
August 12, 2009
Stress-Testing Retirement PlansStress-testing -- also known as scenario analysis -- starts with a base case developed on reasonable assumptions for key variables, such as higher inflation and lower portfolio returns.
August 12, 2009
Do Target Date Funds Still Have a Role?Target date funds (or TDFs) can still work well for investors who lack the time, talent or inclination to spend a lot of effort on managing their own investments, advisors say. And there are other uses for them, as well.
August 10, 2009
Schwab Charitable Expands Investment OptionsDonor-advised fund includes SRI and multiple fixed-income options
August 10, 2009
Time to Market Myself AgainAs long as I have been in this business, there have been periods of sowing and periods of harvesting. It is very rare--at least in...
August 04, 2009
Why your clients need you - and only youMost clients have one internist, one dentist, one estate planning attorney, one CPA and one P&C agent. If you asked these clients whether they considered having two internists or two estate planning attorneys they might look perplexed and
August 04, 2009
Why your clients need you - and only youMost clients have one internist, one dentist, one estate planning attorney, one CPA and one P&C agent. If you asked these clients whether they considered having two internists or two estate planning attorneys they might look perplexed and
August 03, 2009
The Trick on Repositioning Client AssetsI'd like to share my views and get your thoughts on a specific part of the money management process. As I gain new clients for...