Planning and Advice

Advisors must help clients deal with debt

I’ve made debt reduction strategy a very important part of my practice. I’m often overheard at industry events rambling on about my clients and their debt loads, and some think I’m barking up the wrong tree. If I had a dollar for every advisor who told me, “I work with high net worth clients. They […]

|September 23, 2009

4 min read

Celebrating Advice: The Bag Lady of Bay Street

Even during these challenging times, many advisors are walking clients through processes that help contain losses and place portfolios back on the growth track. Going forward, we will regularly profile advisors who have turned adversity into opportunity and found innovative ways to better serve their clients. We’ll bring you stories, strategies, tips, and videos from […]

By Sandra Pierce |September 21, 2009

1 min read

It’s safest to underrate returns, overrate inflation

Recent market vicissitudes have proven that clients and their portfolios can be severely impacted by the twists and turns of economic circumstances. And I’m sure no advisor has been immune to the concerns of clients in the last 12 months; or exempt from the numerous handholding meetings. As a fee-only financial advisor, I’m also registered […]

By Warren Baldwin |September 16, 2009

7 min read

Responding to HNW fears of scandals

Earl Jones and Bernie Madoff defrauded investors of millions and billions of dollars, respectively. They both ran schemes that went undetected for decades. Then they ended up in the media spotlight alongside reports of unprecedented market turbulence and a global recession. Accordingly, high-net-worth (HNW) investors are feeling anxious. The question is, what are you doing […]

By Alison MacAlpine |September 15, 2009

5 min read