106 Things We Do For Clients, No. 82. Help with the continuity of your family’s financial plan through generations.
Financial Advice Suitability Standard Does Not Mean What You Think
If you wanted hiking footwear, you probably would be surprised if a salesperson at an outdoors store suggested flip-flops. You would expect someone knowledgeable about hiking to recommend sturdy boots or shoes more suitable for your needs. In the same way, if you consulted someone who sells financial products, you probably would expect them to […]
106 Things We Do For Clients, No. 81
No. 81 of 106 Things We Do For Clients Distribute information, including our own blog posts, that discusses significant and/or new financial concepts.
Be Wary of Predictions in Economy and Elections
“I rarely have seen economic fundamentals as good as they are now.” I heard this observation from Greg Valliere, the chief global strategist at Horizon Investments, in a May 18 keynote address. He listed numerous positives for the economy, especially the very low unemployment rate, the tax cuts, the increase in government spending via the […]
106 Things We Do For Clients, No. 80
No. 80 of 106 Things We Do For Clients Help educate you, your partner, parents, children, and grandchildren about investments and financial concepts.
