Cybersecurity resembles an unending battle of good and dark forces in which the tools grow ever more sophisticated and dangerous in a world where victory is never permanent. The threats to cybersecurity from foreign government sponsored hackers and unaffiliated criminal organizations are increasing due to some fundamental changes in the technological landscape.
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Throughout history, social upheaval has often been one consequence of pandemics, and this time is no different. The newfound leverage of today’s workers has left many employers struggling to find the right level and mix of incentives that will attract and retain employees during what is being coined “The Great Resignation.”
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In recognition of National Financial Literacy Month, we’ve crafted a financial literacy quiz and invite all financial advisors and investors to take this 10-question challenge!
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Here’s a provocative thought. Index investing is not an entirely passive investment management strategy. Passive investing is rife with implicit investment decisions, many of which investors unknowingly transfer to the invisible committees that manage such indexes.
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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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