Sitting in Front of a Computer All Day? Go Easy on the Eyes!

Posted by Mike Bistis

July 27, 2016 at 1:30 PM

Do you ever think about how many hours you spend each day in front of screens? Laptops, desktops, smartphones, tablets, and (of course) televisions utterly dominate our attention spans—and our eyes. Think about it: You wake up, check your phone or computer for e-mail and news, drive to the office where you’ll likely put in another eight hours in front of a screen, and then go home to unwind with some television while your smartphone sits in your lap.

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Topics: Technology

Do You Need a Password Manager?

Posted by Sean Mackey

July 26, 2016 at 10:00 AM

According to a recent Dashlane blog post, the average American has 130 online accounts—each of which needs a unique, strong password to be safe. You could write these passwords down or store them in one file, but then you’d only be creating a “key of all keys.” Imagine the damage that could be done if the wrong person had the master key to your sensitive information.

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Topics: Information Security

3 Rebalancing Strategies for Reducing Risk

Posted by Peter Essele, CFA, CAIA

July 20, 2016 at 1:30 PM

During times of uncertainty, many of you likely face a barrage of e-mails and phone calls from concerned clients demanding action. Answering their questions is no easy task, and your natural reaction might be to readjust portfolio allocations in periods of turmoil. Indeed, many investors do make knee-jerk reactions to bad news—although evidence suggests that a long-term, strategic approach to investing generates the most attractive returns for investors over time.

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Topics: Asset Management & Investing

Human Capital in Portfolio Design: How to Help Young Investors

Posted by Peter Essele, CFA, CAIA

July 19, 2016 at 10:00 AM

Young investors are often undereducated when it comes to investing and accumulating sufficient assets for retirement. As industries move from defined-benefit structures to defined-contribution frameworks, this problem is only intensifying. Now, more than ever, young investors hold the keys to their own financial futures—and it’s your job to help your millennial clients meet their financial goals.

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Topics: Asset Management & Investing

5 Common IRA Misconceptions

Posted by Sheryll Yee

July 13, 2016 at 1:30 PM

Although some IRA planning and investment strategies appear simple, they can become expensive and time consuming if implementation errors are made. Your clients could pay unexpected taxes or penalties, their IRAs could lose tax-exempt status, or their beneficiaries could experience difficulties when inheriting IRA funds. To help your clients avoid these issues, here are five common IRA misconceptions to keep in mind.

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Topics: Retirement Consulting

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