Are You Suffering from Compassion Fatigue?

Posted by Angela Sarver

December 4, 2019 at 1:30 PM

When you take care of others as part of your job, you frequently hear about ongoing suffering, which can take its toll in the form of burnout and secondary traumatic stress. For advisors, burnout may result from your external environment, including a fast-paced schedule, long hours, and not enough time in the day to spend with every client. This burnout may then lead to secondary traumatic stress, which is internal and occurs when you reach the point where you just can’t take it anymore. Sound familiar? If so, you may be suffering from compassion fatigue.

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Topics: Practice Management

How Can Advisors Retain More Clients? The Answer Might Surprise You

Posted by Kristine McManus

December 3, 2019 at 10:00 AM

Suppose Jeremy Grantham is (finally) right again, and the market is indeed set for a recession, a downturn, a bear market—your choice what you want to call it. We know this would happen eventually—we’ve enjoyed the longest bull market in history (more than 10 years)—but it had to end at some point.

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Topics: Practice Management

From Our Family to Yours

Posted by Commonwealth Financial Network

November 26, 2019 at 10:00 AM

This Thanksgiving, may you reflect on all you’ve been given, be grateful for what you have, and share what you can with those most in need.

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3 Rebalancing Strategies for Reducing Risk

Posted by Peter Essele, CFA, CAIA, CFP

November 20, 2019 at 1:30 PM

With the year-end planning season upon us—and with much discussion surrounding if and when a recession will hit—it may be an opportune time to discuss rebalancing strategies for reducing risk in your clients' portfolios. These options are designed to build robust portfolios for the long term, offering strategic and tactical approaches to investing that generate the most attractive returns for investors over time.

Here, we'll discuss three such strategies, including the types of market environments that may be suitable for each one. 

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Topics: Asset Management & Investing

Common Questions and Answers About QCDs

Posted by Mike Triana, CRPS

November 19, 2019 at 10:00 AM

With the end of the year approaching, tax planning and charitable giving are probably top of mind for many of your clients. For individuals who are age 70½ and older, a qualified charitable distribution (QCD) could provide a unique opportunity to support the causes they love while possibly minimizing taxes in retirement.

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Topics: Retirement Consulting

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