Guiding clients into retirement takes more than just a budget and a balance sheet. It requires finesse on the part of the advisor to keep money matters in focus while addressing the emotional issues clients commonly face as they
Covid-19 is still with us, but its financial ravages appear to be waning. According to McKinsey’s latest poll (July 2021) of global executives, “views on the global economy have tempered, but expectations remain largely positive.”
- Bill Millar
Are You Being Sold or Advised?
According to Deloitte, “what investment management firms do to satisfy investors has not fundamentally changed in the last decade.” But according to the wealth and investment
-
Oct 26, 07:35 am
Retirement: It’s On! Guiding clients through life-changing events
-
Oct 05, 12:04 pm
Retirement Investing in the Covid-19 Era: Four Takeaways
-
Sep 16, 11:10 am
Are You Being Sold or Advised?
- Amy Armstrong
Financial, Social, and Physical Fitness
Retirement is different today. Gone are the days when you received a gold watch for your decades of service and went home to putter in the garage or knit sweaters for your
The COVID-19 pandemic disrupted financial activity globally – and it continues to plague our nation. As Americans pivot to keep pace, we examine how the pandemic has affected the dialogue between financial advisors and investors
Choosing the right financial advisor is one of the most important decisions you can make. Particularly for those who are getting close to retirement, you’ll want to find an advisor who
- Bill Millar
Turning Volatility into Opportunity
If the experiences of 2020 through today are teaching us anything – it is that volatility can be even more unpredictable than many of us could have imagined. But here’s a silver lining: leading advisors are helping their clients to weather
- Bill Millar
Choosing a Financial Advisor.
Choosing the right financial advisor is one of the most important decisions you can make. Particularly for those who are getting close to retirement, you’ll want to find an advisor who understands your specific needs.
According to research from FINRA, “financial literacy is a significant indicator of positive future financial outcomes and behaviors.
- Amy Armstrong
3 Industry Changes Financial Advisors Want to See:
From investor demand for greater transparency to government regulations reshaping the day-to-day interactions between financial professionals and their clients, the past decade has
- Amy Armstrong
Three Side Effects of the Pandemic
There’s more to the silver lining outlining the dark cloud of the COVID-19 pandemic than just the fact that more Americans turned to financial professionals for help during the crisis.
- Amy Armstrong
Observations from Advisors
Side Effects of the Pandemic
- Amy Armstrong
Your Retirement Number is as Unique as You Are
There is a great deal of speculation regarding just how much people need to save for retirement. One million dollars? Two million? Is it five or is it seven percent of your working income?
- Amy Armstrong
Women Working as Financial Advisors Making Strides
As March celebrated Women’s History month, the media eagerly highlighted women’s accomplishments across a variety of industries – including profiles of top female executives in the