The Risks You Take
Most financial advisors typically revisit asset allocation as a new year approaches or begins, knowing the importance asset allocations play on investment returns. Or do we?
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Posted by Cliff Walsh, CFA | Oct 20, 2022 |
Most financial advisors typically revisit asset allocation as a new year approaches or begins, knowing the importance asset allocations play on investment returns. Or do we?
Read MorePosted by Corey Brodsky | Oct 20, 2022 |
Hurricane Ian was the latest reminder of the need for disaster planning and the urgency of people coming together to help those affected by a natural disaster. There are several valuable ways advisors can assist clients and community in the wake of a natural disaster.
Read MorePosted by Keith Carravone | Oct 20, 2022 |
Fifty-one million workers in America are without disability insurance outside of the basic benefits available through Social Security, while a full 60% of U.S. households do not have enough liquid assets to cover three months of living expenses. It’s frightening how unprepared American workers are against the risk of disability.
Read MorePosted by Donna LaScala | Oct 13, 2022 |
Imagine a client you’ve known for years tells you they’re getting divorced. You want to set them on the right path, but where do you start? First and foremost, having a network of professionals (e.g., attorneys, relationship counselors, mediators) at your fingertips who specialize in this field is important. Remember, not all attorneys are divorce attorneys, and the legal system is not an easy one to navigate. You wouldn’t go to a dentist to perform open heart surgery, so neither should you go to a “generalist” to get divorced.
Read MorePosted by Shauna Faulkner | Oct 13, 2022 |
A home warranty is a form of insurance that covers the cost of repairing many home appliances. Home warranties may cost anywhere from $300 to $600 or higher annually, in addition to a service call charge, calling into question whether the value justifies the cost.
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