Archive

Posts Tagged ‘conversation starters’


Presidents, politics, surnames… and stocks

Presidents, politics, surnames, and stocks

The data shows that predicting Presidents and political parties should not influence portfolio positioning.

November 3, 2016 Categories: Portfolio Corner
Russell-15-35-50-rule

The power of growth after retirement: 15/35/50 Russell’s retirement lifestyle rule

New research by Russell Investments shows that a substantial portion of retirement income comes from investment growth that occurs during retirement. Are your clients’ portfolios appropriately positioned?

Nov 17, 2015 Categories: Portfolio Corner
social security card

Thinking beyond Social Security: Congress creates opportunity for advisors

Certain Social Security claiming loopholes were closed as part of the Bipartisan Budget Act of 2015. Use this as an opportunity to converse with clients about their Social Security options.

Nov 5, 2015 Categories: Portfolio Corner
Coin jars

Jump on the bandwagon: National Save for Retirement Week

Use the National Save for Retirement Week as an excuse to have a planning conversation with your clients. Leverage our popular retirement blog posts for inspiration and tips for engaging clients.

Oct 20, 2015 Categories: Portfolio Corner
Interactive storytelling

The art of interactive storytelling

Using interactive tools to help explain investment concepts and decisions can make client meetings more memorable and engaging – for advisors and clients alike.

Jan 20, 2015 Categories: The Art of Advising
Rebalancing when clients don't want to

Rebalancing when clients really, really don’t want to

Portfolio rebalancing can help keep investors within their risk comfort zone and on track toward achieving their financial goals. But sometimes, investors have a hard time seeing past short-term concerns to recognize the long-term value of rebalancing.

Nov 6, 2014 Categories: Portfolio Corner
Investor Newsletter - Fall 2014

Helping clients balance their heart, mind and portfolio

Use the latest Investor newsletter to help your clients balance their heart, mind and portfolio.

Oct 7, 2014 Categories: The Art of Advising
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