10 Misconceptions About the Stock Market
By Bryce SandersAdvisors need to help clients see the full picture, especially when things are not going their way.
May 09, 2024
World's Top 15 Cities for Millionaires: 2024The number of millionaires in New York rose 48% in a decade; in Beijing, it nearly doubled.
May 07, 2024
7 Surprising Facts About Giving From Donor-Advised FundsOne finding: Higher grant levels in response to crises have not diminished planned giving.
May 07, 2024
9 Phrases That Open Doors With ProspectsSome are useful in social situations, while others can lead you to "aha" moments of your own.
May 07, 2024
8 Positive Findings Hiding in the Social Security Trustees ReportThe big picture is admittedly bleak, but there are also bright spots in the new yearly projections.
May 06, 2024
8 Trends in the Art MarketA recent Bank of America report provides some talking points for advisors helping clients navigate this alternative investment.
May 06, 2024
15 Cheapest States for Nursing Home Care: 2024The average annual cost is under six figures in only a dozen states, Genworth's Cost of Care Survey finds.
May 02, 2024
10 Pieces of Free Advice to Share With ClientsGiving away knowledge now and then can make a great impression.