U.S. stocks still appear expensive

The volatile markets of early February barely eased stretched U.S. equity valuations. Global diversification is likely to help investors stay the course.

Feb 15, 2018 Categories: Portfolio Corner
Stock market trading screen, signifying volatility

Markets are volatile—now what? Guidance from a practice management expert

Consider these practice management tips for making the legacy of market volatility be deeper relationships and valuable referrals.

Feb 9, 2018 Categories: The Art of Advising
Preparing for tax season

Despite TCJA, tax-aware investing still matters

The recent tax law changes don’t change the fact that taxes likely take a bite out of non-qualified investment portfolios.

Feb 6, 2018 Categories: Portfolio Corner, Tax Talk
Bloomberg Barclays U.S. Aggregate Bond Index

3 approaches to preparing a bond portfolio for rising interest rates

Rising interest rates are not a reason to bail on bonds. Rather, it’s an opportunity to consider diversifying bond exposure.

Feb 1, 2018 Categories: Portfolio Corner
Dartboard with arrows near center, signifying precision of model strategies

How precise is your professionally-managed model?

The models you choose should offer much more than strategic asset allocation. They should offer truly dynamic tactical adjustments and a level of precision that works to gather in more upside opportunities and minimize uncompensated risks.

Jan 23, 2018 Categories: Portfolio Corner
Financial advisor reviewing report with client.

Three tips to help you close more business

Improve your likelihood of closing opportunities by tailoring analyses and discussions to reflect both your clients’ investment and communication style preferences.

Jan 16, 2018 Categories: The Art of Advising

Three ways to get more out of your client events this year

Learn three ways to get more out of your client events this year.

Jan 9, 2018 Categories: The Art of Advising
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