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Practice financial defense

Practice financial defense
Take Steps to Protect Your Wealth with Sound Financial Planning. Martial artists often say that the best defense is a good offense. That means proactive action, rapid moves,

Simplifying Jargon in a Complex Industry

Simplifying Jargon in a Complex Industry
Lifelong planning begins with basics. Investors often can be overwhelmed by all of the numbers and jargon thrown at them by the advisors, the financial press, and do-it-yourself investor websites.

Financial Literacy: A Goal-Based Plan

Financial Literacy:  A Goal-Based Plan
Building a Financial Foundation from the Ground Up. Most workers no longer remember when pensions were a given in corporate America, and more than half of the country’s working

The Rise Of Gamification For Wealth Advisors

The Rise Of Gamification For Wealth Advisors
Winning Clients With A Gaming Concept. Like Monopoly— the board game that revolutionized the United States in 1903, using economic principals to reward wealth—

The Fiduciary Fight?

The Fiduciary Fight?
Most clients assume their advisory is a fiduciary – but they’re wrong. Investors rarely know whether their advisor acts as a fiduciary, and that’s probably because they assume putting clients first

No savings, No Retirement

No savings, No Retirement
Americans aren’t saving enough, and it’s a real problem. There’s no shortage of statistics that one can cite to illustrate Americans money-management shortcomings.

Internet Users Knock, Knock, Knock, on Heaven’s Door

Internet Users Knock, Knock, Knock, on Heaven’s Door
Preserving your digital legacy. After entering Heaven’s door on the Internet, what happens to your PIN, passwords, and apps floating in the cloud?

THE WORLD OF FINANCIAL advice undergoing change

THE WORLD OF FINANCIAL advice undergoing change
Raising the standard of care. Regulatory responses to great financial crises vary in their intensity, focus and effectiveness. 

Robo-advisors Don’t Have Human Touch

Robo-advisors Don’t Have Human Touch
Software programs might sound easier- but it’s a tough sell. When it comes down to investments and hard-currency, the so-called robo-advisor often falls short of expectations.

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