I fumbled the ball in a client meeting…or at least it felt that way. During the meeting, the client asked, “Why is there a difference between our portfolio performance and realized gains for the year?

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Modern firms face strategy problems that change with each new shift in markets, costs, or rules. Traditional data tools often ...

Imagine an investor walking into your office for the first time. After a short exchange of pleasantries and introductions, you go through your standard conversation-starter questions. Then, in some ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

When Brad Klontz’s maternal grandfather went to his bank one day, he discovered all of his money was gone. His bank was one of the thousands of financial institutions that failed during the Great ...

A financial advisor can help you identify and achieve your financial goals. Consider hiring an advisor if your finances are complex or you experience a major life event. Choose an advisor you feel ...

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and learn how to select the right advisor for your needs Written By Written by ...