Too Passive About Your Investments?

The Future is UncertainInvesting is rife with uncertainty for the simple reason that the future is uncertain. All other things being equal, the greater the uncertainty (risk), the higher the expected return.  Nevertheless, there are two variables that you, as an investor, can control: 1) how much you invest, and 2) the annual expenses, if…

If You’re Reading this, its too Late

Honey, call our financial advisor!We live in the so-called “information age.” We intake news and data like we breathe air: everywhere, all the time. And we are subconsciously trained to react to each new (to us, at least) headline: an emotion, an opinion or provocation to action. (Marketers understand this all too well.) “Honey, call…

Preparing Clients For The Risk Of Cognitive Decline by FA-Mag.com

Advisors know the many challenges that come with clients’ increased life expectancy. Yet the possibility of diminished intellectual capability may seem outside their normal purview. It shouldn’t. If you want to help your clients prepare for the future, experts say you can’t ignore the unpleasant possibility of their age-related cognitive decline.Be Prepared “Financial advisors must…