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The head and the heart of retirement planning
As financial advisors, we’re well-trained at helping clients prepare financially for retirement. We help them think through details such as how much their retirement is likely to cost, how much to...
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Money talks
The very nature of your job as an advisor is to have conversations about money, all the time. With your clients, these conversations are often about their hopes, dreams, plans and how their investment...
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“Snapchat”® for portfolio reporting
In today’s world, it’s likely that you (and any teenage children you might have) are a social media user. One of the newest social channels around is Snapchat. The photo-sharing mobile app is fun, easy...
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Helping clients balance their heart, mind and portfolio
As investing has become more accessible to – and arguably more necessary for – most Americans, rarely a day goes by where investors don’t encounter some sort of investment information: market...
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Rebalancing when clients really, really don’t want to
Most investors want a policy asset allocation that provides the appropriate risk-return tradeoff for their circumstances. But as you know, the actual asset allocation in the policy mix begins to vary...
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The art of interactive storytelling
I have a confession: My two-year-old son uses the iPad. Before you judge, let me explain. He uses a few of the many interactive educational apps to learn about shapes, animals and colors. Recently...
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Jump on the bandwagon: National Save for Retirement Week
In the world of investing, jumping on bandwagons is not usually a recipe for success. Buying when everyone is buying can lead to prices being bid up beyond their fundamental value; selling when...
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Thinking beyond Social Security: Congress creates opportunity for advisors
One part of the Bipartisan Budget Act of 2015 signed into law on November 2, 2015 discontinues the popular “File and Suspend” and “Restricted Application” claiming strategies that allowed married...
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The power of growth after retirement: 15/35/50 Russell’s retirement lifestyle...
It’s common investing wisdom for investors to reduce their portfolio allocation to equities as they age and gradually move to less risky assets—such as bonds. But many think they should be highly...
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Presidents, politics, surnames… and stocks
Everyone wants to know what will happen to the stock market as a result of next week’s U.S. Presidential election. There are countless ways to slice and dice the data – and it turns out, political...
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