Practice

Best Practices: Should you stay or should you go?

Showing clients that you continue to expand and enhance your knowledge is always a good thing. Your continuing education allows clients to know you are keeping current within the industry.

By Joanne Ferguson |October 17, 2011

5 min read

Double whammy when women become widowed

At 68, Nancy is a recent widow and a reluctant inductee to the family finance hall of fame, a realm previously relegated to her deceased husband. She is just one of many women finding themselves dealing with the twin despair of losing a spouse and being unpleasantly surprised with the burden of financial planning. It […]

By May Jeong |October 14, 2011

3 min read

Explaining tactical allocation

Should investors chisel their portfolios onto granite and wait them out for the long haul, regardless of what happens in the markets on a monthly, quarterly or yearly basis? Or should money managers take a more flexible approach to the way they slice up their clients’ asset class percentages? Two top portfolio managers answer this question by explaining the difference between strategic and tactical asset allocation, and how and when to employ the latter.

By Dean DiSpalatro |October 7, 2011

7 min read

Recession proof your practice: Part Two

Last year I wrote an article about recession proofing your practice in case of a double dip…Here is an updated version of that article.

By Robert Abboud |October 5, 2011

4 min read