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January 4, 2019
Talk to Your Advisor

By J. William G. Chettle

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter. In addition to the usual resolutions, the new year is a great time to talk to your financial adviso... Read more

Financial Planning

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December 7, 2018
Who’s on Your Expert Team?

By Vince Crivello

Like many people in the U.S., I’m part of the sandwich generation, which the Pew Research Center defines as adults aged 40-59 sandwiched between parents who are older than 65 and their minor chil... Read more

Practice Management

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November 27, 2018
When Clients “Need” More Risk Than They Can Tolerate: Adjusting Portfolios, Or Goals?

By Michael Kitces

It is a standard requirement in financial services that financial advisors must first determine an investor’s risk tolerance before making any investment recommendations for their portfolio. Yet... Read more

Practice Management

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November 1, 2018
What Advisors Need to Know About Cybersecurity

By Chris Stanley

With major security breaches regularly in the headlines, we wanted to take this opportunity to provide you with some best practices that you can implement in your office. Your CRM system could po... Read more

Practice Management

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October 24, 2018
Technology … How Much Time Should You Really Spend Thinking About It?

By Steven J. Atkinson

I recently attended a conference where at least half of the speakers or vendors were talking about or selling some sort of technology meant to enhance the client experience. It seems that there i... Read more

Practice Management

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October 18, 2018
Why (Prudent) Spending Rates Matter More Than Savings Rates

By Michael Kitces

The media provides no shortage of articles giving recommendations of how much households should save to afford retirement, from rules of thumb like “save 10% to 15% of your annual income” to more... Read more

Retirement

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September 5, 2018
Your Clients Are Someone Else’s Prospects

By Heather Hooper

Knock, knock. Who’s there? Someone soliciting the retirement plan relationships that you manage … For advisors with current retirement plan relationships on the books, it’s good to note that fres... Read more

Retirement

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August 30, 2018
Timely Best Practices from 5 Financial Advisor Websites

By J. William G. Chettle

The primary purpose of financial advisor websites is to engage potential clients and allow them to validate your experience and services. But you don’t have much time. It takes viewers less than... Read more

Practice Management

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August 23, 2018
What “Works” in Digital Marketing and Social Media Advertising for Financial Advisors

By Michael Kitces

As social media usage continues to grow amongst financial advisors and their prospective clients, advisors are growing increasingly interested in whether spending money on social media advertisin... Read more

Financial Planning

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July 31, 2018
The Hierarchy of Tax-Preferenced Savings Vehicles for High-Income Earners

By Michael Kitces

The Federal government has long incentivized saving for retirement and other financial goals by offering some combination of three types of tax preferences: tax deductibility (on contributions),... Read more

Financial Planning

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