Half Full or Half Empty: How Positive Emotions Help You Thrive

Posted by Kol Birke, CFP

May 27, 2020 at 11:00 AM

Does success create happiness? In these uncertain times, advisors—and our clients—may be questioning ourselves more than ever. And it turns out, we just might have it backwards. According to Shawn Achor, positive psychology advocate and author of The Happiness Advantage, it’s actually our positive emotions, mental health, and resilience that drive our success.

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Topics: Behavioral Finance

Pandemic Shines Spotlight on Importance of Estate Planning

Posted by Keven DuComb, JD, MBA

May 20, 2020 at 11:00 AM

As with many crises, the ongoing coronavirus pandemic has put many issues into the spotlight that otherwise may not be top of mind for clients—like the importance of estate planning. In fact, I wouldn’t be surprised to hear that you’ve had an uptick in the number of estate planning questions your clients are asking. They might wonder if their plan is up to date. Or maybe their lack of adequate planning has become a source of worry. In each case, you can help by covering some estate planning basics, including must-haves and how to review an existing plan.

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Topics: Estate Planning

Finding a Work-Life Balance in a Strange New World

Posted by Maria Considine King

May 13, 2020 at 11:00 AM

Over the past month or so, the Practice Management team here at Commonwealth has reached out to our advisors across the country—particularly those in COVID-19 hot spots—to check in and hear firsthand how things were going. Of course, we wanted to make sure they were taken care of from a business standpoint. But, more important, we hoped to start conversations about their personal well-being.

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Topics: Practice Management

Watch Out for These Coronavirus Scams

Posted by Aatish Bhavesh Shah

May 7, 2020 at 11:00 AM

With all of the headlines and news alerts surrounding the global pandemic and its economic implications, information security might not be top of mind for you or your clients right now. Scammers are counting on that. They’re hoping to exploit the health care crisis for their own commercial gain—preying on victims with scams targeted to the coronavirus and COVID-19.

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Topics: Information Security

A Security Checkup for Your Home Work Environment

Posted by Mike Bistis

May 6, 2020 at 11:00 AM

How secure is your remote work environment? This question has always been important, but since the COVID-19 pandemic, constructing a proper home office with up-to-date security standards is more critical than ever. Even when shelter-in-place restrictions are lifted, many of us will err on the side of caution and continue to work remotely.

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Topics: Information Security, Practice Management

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