Author: David Molter

Calculating an Affordable Mortgage

The double whammy of higher home prices and rising mortgage rates have a lot of Americans reevaluating the mortgage they can afford and how much a mortgage lender will lend. There are several ways individuals can calculate the monthly mortgage amount affordable for them.

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Managing Client Emotions

Managing client emotions begins before a client’s investment plan is even executed. It starts with setting the right expectations. Advisors should invest in educating and coaching their clients from day one of the relationship. Starting a client’s education in the midst of a market meltdown is too late. An educated client is the best defense against future panic.

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Year-end Financial Planning Checklist

With the calendar year-end fast approaching, it’s time for investment professionals to begin reminding clients of some important financial planning actions they may want to consider before the opportunities are lost.

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