Rx for Risk: Protecting Client Portfolios

Posted by Brian McCormick, CIMA

January 7, 2020 at 10:30 AM

Many investors and economists are anticipating a recession ahead, although predictions vary widely as to its timing and severity. It stands to reason, however, that the upcoming election and ongoing economic uncertainty will lead to prolonged stock market volatility, if not a bear market. In times like these, we’re all thinking about methods for protecting client portfolios in an economic downturn. Here, to help you think ahead, my colleague Tom Scarlata and I review current asset allocation strategies to consider.

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Topics: Asset Management & Investing

Better Your Brand: A New Year’s Resolution

Posted by Kristine McManus

January 1, 2020 at 9:04 AM

It’s the new year, the perfect time to better your brand. Can we take a few guesses about your practice? You offer comprehensive financial planning and/or wealth management that puts your clients’ goals and needs first. You have a dedicated process that begins with learning about your clients before developing a custom plan, investing wisely, and monitoring the plan for success. You might have a holistic approach—but in any event, your firm is independent, and you offer outstanding client service. Great! The only problem? That’s what the other 310,000 financial advisors out there say.

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Topics: Marketing

12 Memorable Moments of Giving Back at Commonwealth

Posted by Miriam Schwartz

December 24, 2019 at 10:00 AM

As Commonwealth home office staff and advisors count down the days to a new year, we’re pausing to reflect on our giving back efforts in 2019. Beyond exceeding business milestones and welcoming new faces into our fold this year, Commonwealth’s commitment to philanthropy is something we’re especially proud of. Serving the communities where we live, work, and visit is not just part of our core values, it’s a reflection of Commonwealth’s spirit of indispensable service, too.

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Topics: Marketing

16 Work and Life Hacks We Love

Posted by Sarah Howes

December 18, 2019 at 1:30 PM

As the end of the year fast approaches, many of us are looking for new ways to save time and make our lives just a little bit easier. What better way to do that than with some simple—but fun—work and life hacks! From chilling your wine to getting control of your email, use these small hacks to see big results!

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Topics: Marketing

The Science of Success: Why Positive Thinking Matters

Posted by Kol Birke, CFP

December 17, 2019 at 10:00 AM

You’ve heard the phrase, “the power of positive thinking,” probably more times that you can count. Obviously, you can’t just sit back and think about growing your business without putting in any effort and expect to become successful. But research has shown that positive emotions can help improve your work, your health, and your life, and they play a bigger role in helping you and your clients achieve success than you might think.

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Topics: Behavioral Finance

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