12 Client Talking Points for Falling Stock Markets
By Bryce SandersYou need to call your clients when markets get rough. But what do you talk about?
September 05, 2024
Best & Worst Medicare Advantage Plans in 5 States: J.D. Power, 2024Enrollees' satisfaction with their plans held tight this year, but big changes are expected for 2025.
September 04, 2024
12 Best Cities for Retirement: 2024The personal finance website ranked 182 cities based on affordability, activities, quality of life and health care.
September 03, 2024
The Best Colleges in 15 Categories: Princeton Review, 2024These schools are tops in professor quality, food, financial aid and more, according to the test-prep company.
August 30, 2024
12 Hardest-Working States in America: 2024In honor of the holiday, Wallethub analyzed the state of labor, including hours worked and unused vacation days.
August 28, 2024
7 New Findings on Workers' Retirement Account Balances: FidelityWhile investors have had to navigate volatility, markets have propelled balances higher in 2024. But can that last?
August 28, 2024
12 States With the Highest Property TaxesThe taxes paid by homeowners can vary widely and make up about a third of state revenue, the Tax Foundation reports.
August 27, 2024
10 Lines That Create 'Aha' MomentsSome of these statements might motivate you, while others can help make a point to clients.