Finance

Investors ought to remain on guard for a repeat of The Great Recession that sent the the stock market into a massive dive in 2008-09. That is the advice of Drew Kanaly, president of Kanaly

Education and Dialogue Forge Long-term Client Relationships. “Some of my wealthiest clients did not create their wealth investing with our firm,

In a June 2014 report entitled, “Does Past Performance Matter? The Persistence Scorecard,” S&P Dow Jones Indices reported the following: “Very few funds can consistently stay at the top.

In its “7th Fidelity® Advisor Insights” study released in 2013, Fidelity Investments reported that many financial advisors are not taking the necessary steps today to sustain their businesses in the

The Center for Applied Research – part of the State Street Corporation, an international financial services holding company – released a report in May entitled, “Stuffing Cash Under the

Dusting off the History Books to Calm Client Fears. Jay Gagne is more concerned with what he calls “headline risk” than he is with the cyclical ups and downs of the stock market.

Generally, financial planning firms charge an annual fee for their services. How they establish their fee is likely based on criteria such as the advisor’s credentials and years of experience in the

You can't Just Throw Money into a 401k Anymore. Conservative investing can be a tough sell to clients, but a less transparent market and the increased risk it brings makes purchasing wise

There is an old saying that “you can't teach an old dog new tricks,” but in the world of financial planning, the concept called “teachability” remains a key component for ensuring that clients don't

“It’s a great idea, however …”  That short and incomplete sentence sums up how Tracy Ann Miller, CEO and chief portfolio officer of Portfolio Wealth Advisors, LLC

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