Your Clients’ Retirement — More Than Just Money!
William and Sharon were driving home from a meeting with Alan, their financial advisor to talk about their retirement plans. William had decided that he would leave his work next year and Sharon... Read more
6 Ways We’ve Just Enhanced Loring Ward’s Blog
In January of 2014 we introduced our Advisor Insights Blog with the goal of providing financial advisors and their clients with timely and timeless financial education and insights. Since... Read more
Happy Pi Day (Cherry Pie Included)!
In case you are feeling short of things to celebrate, there is always Pi Day – March 14 (3/14). As you remember from high school math, Pi (Greek letter “π”) is a mathematical symbol repres... Read more
3 Ways to Use Technology to Help Your Aging Clients
I was recently presenting at a retirement education event, where the age range of the audience and speakers was between 40 and 85 years old, when we started to experience technical difficulties.... Read more
It’s Always a Good Time to Talk About Risk and Volatility
In the 68 trading days in the U.S. stock market from 11/11/16 to 2/17/17, the Dow Jones Industrial Average (DJIA) set new all-time high records on 26 of those days. In the last seven consecutive... Read more