My father is 86 and the topic of financial markets and his investment accounts invariably comes up at every family gathering. Mainly, he talks about how my mother and he have lived from their retirement accounts since they both retired more than 25 years ago.
Many investors and advisors take rebalancing for granted because it’s often done behind the scenes
Many advisors are now providing customized wealth management services to their clients and their families, often across multiple generations.
In a difficult year such as 2023, rebalancing between asset classes that are declining may seem a futile exercise. But rebalancing, even in down markets, remains vital to keeping a portfolio within the right risk/reward ratio and is a key element of the value that an advisor can provide to their clients.
When markets are challenging, your clients look to you to help manage their expectations as well as their hard-earned money.
As a woman who has worked in the financial services industry for 23 years, I’m keenly aware of the central role we play in money decisions.
Can you reignite the growth of your business in the the second half of 2020? We think so. Here’s why we believe the next six months may hold a once-in-a-lifetime opportunity.
Client language is different from advisor language. If you want clients to understand you—and more importantly, you want to understand them—consider adopting these tips.
