Planning and Advice

How to discuss underperformance — real and perceived

Clients sometimes mistakenly think their investments are underperforming—typically a result of using the wrong benchmark. Other times, your advice doesn’t work as expected and portfolios actually do fall short. Here are some examples of both cases, and how to handle them.

By Bryce Sanders |June 17, 2014

3 min read

LinkedIn faces lawsuit over alleged address book misuse

LinkedIn is facing a U.S.-based lawsuit that claims the business networking company accessed users’ email address books and used them to recruit new customers.

By Staff |June 16, 2014

1 min read

The ABCs of cash flow planning: X is for eXcited

Each week, we look at the ABCs of cash flow management.

|June 16, 2014

2 min read

Advisor analysis – Ron Malis

Bill and Amy’s financial circumstances are challenging and unpredictable. In addition to raising children, maintaining a satisfying standard of living and saving for retirement, they now have to financially support and care for Bill’s parents. The health and day-to-day living issues are stressful enough.

By Ron Malis |June 16, 2014

4 min read