Posts Tagged ‘Clients’
The 4-Step Plan for Advisors When Markets Turn Volatile
Nervousness around COVID-19 and its implications for the global economy, a price war over oil between Saudi Arabia and Russia and an “emergency” half-point rate cut by the Federal Reserve all combined to form the perfect storm for investors in early March. Markets came off their record highs from February to take our portfolios –…
Read MoreWhat Gets Left Behind: Helping Clients Handle a Loved One’s Estate
As a financial advisor, you are witness to some of the best moments of your clients’ lives – but you’re also there for some of their lowest. This is especially true when a client dies, leaving behind a spouse or children who must wrap up their loved one’s affairs while grappling with their loss. After…
Read MoreSpring Cleaning For Your Financial Practice
Ahhhh, spring. For many of us, the warmer weather is welcome after an exceptionally cold, gray and overly blah winter. As we throw open the windows, our thoughts turn to that common ritual of March and April: spring cleaning. While we typically think of spring cleaning for our physical environment, it’s also a good idea…
Read MoreAvoid Surprises Related to Mutual Fund Distributions
Like individual stocks, investors are required to pay on gains realized from mutual fund holdings. However, the process of identifying mutual fund gains and calculating how much is owed on those gains is much less straightforward than the process for individual stocks. Understanding the types of mutual fund distributions, how they are taxed, and the…
Read MoreAsset Location Strategy Focuses On Improving After-Tax Returns
A frequent topic of conversation during advisor / client meetings is that of asset allocation. Most investors are familiar with the basic principles of diversification and optimizing asset allocation will always be a major consideration in the pursuit of maximizing account returns. One topic that is just as important but less frequently discussed is asset…
Read MoreWhy Some Clients Should Take Social Security Early
Click to watch! This material is intended to provide general information to help you understand basic financial planning strategies and should not be construed as financial advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.…
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