Help Your Clients Become Intelligent Investors

Posted by Brian Glazer, ChFC®

August 5, 2020 at 11:00 AM

As the long months of quarantine wore on and with no more episodes of Tiger King to watch, I turned my attention to the books gathering dust on the shelf. To start, I decided to tackle The Intelligent Investor, a 550-pager by the “father of value investing,” Benjamin Graham. Well, folks, it did not disappoint! While many have tried to come up with the secrets to investing success, I believe that Graham has actually done it.

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Topics: Asset Management & Investing

When Should You Rebalance Client Portfolios?

Posted by Duane McDonald, ChFC, AIF, RICP

April 15, 2020 at 11:00 AM

It’s always a challenging question, but the current market volatility brings it particularly into focus. Normally, like many advisors, you may prefer calendar rebalancing—quarterly, semiannually, or annually. And, whatever the time frame you set, it’s likely that you’ve recently addressed the need for rebalancing during your end-of-year portfolio reviews. But now, given the significance of the economic downturn and widespread uncertainty regarding where the markets will go in coming months, what should you do?

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Topics: Asset Management & Investing

What Should Clients Read to Learn About Financial Literacy?

Posted by Sarah Hargreaves

March 25, 2020 at 11:00 AM

April is National Financial Literacy Month, a time to focus on establishing and maintaining healthy financial habits. In times of market fluctuation and economic uncertainty, it’s more important than ever for your clients to know how to budget, invest, and plan for the future. Everyone has different goals, but understanding the fundamental concepts at play is a pivotal first step to achieving financial success. 

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Topics: Asset Management & Investing

Millennial Clients and Sustainable Investing

Posted by Chris Stuart, CFA

February 11, 2020 at 10:30 AM

Who are the millennials? Using a generally accepted birth range of 1981 to 1996, they vary in age from 24 to 39 this year. According to Pew Research, the group was set to overtake baby boomers in 2019 as the largest generational cohort in America. And, over the next few decades, millennials are expected to be on the receiving end of a $30 trillion wealth transfer from baby boomers.

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Topics: Practice Management, Asset Management & Investing

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

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