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Family Office Firms: Advising the Affluent

Family Office Firms: Advising the Affluent
Sometimes, a term bubbles to the general surface from the special environment where it began. One that seems to be popping up more and more is “family office,” but what actually is it?

Employees Need Education

Employees Need Education
Texas-based fiduciary and trustee of employer-sponsored defined contribution plans views participant education as critical component to plan success

Another Lifetime Income Source

Another Lifetime Income Source
In 2013, the U.S. Government Accountability Office released a report recommending that Americans convert their cash-balance defined benefit pension plans into lifetime income annuities, 

Meet With The Wife, Too

Meet With The Wife, Too
Both spouses must be equally involved. More spouses who are not the primary breadwinners – mainly wives – are now doing just as much retirement planning as the spouse who brings

Learning From Mistakes

Learning From Mistakes
Early Career Lessons Guide Wealth Manager. A recent “Yahoo! Finance” article detailing how to select a financial advisor, focused several sections on the importance of finding an advisor

Investing Without Stressing

Investing Without Stressing
A recent American Psychology Association poll indicates that 75 percent of stressed-out Americans list money management and financial matters as the leading cause of their anxieties.

Trust for the Long Haul

Trust for the Long Haul
With lower returns in the traditional stock market, some financial advisors do more than just dabble in the alternative investment arena as a method for helping their investor clients preserve 

Revealing Risk Tolerance

Revealing Risk Tolerance
The psychology of risk tolerance is a field many financial advisors more than dabble in, whether they officially recognize it or not. While these advisors don’t wear white coats, they do take notes

From Retirement Dreams to Reality

From Retirement Dreams to Reality
In the past, people’s dreams of retirement usually included trading in that swivel desk chair for a beach chair – and never looking back. Times are changing, however. The Sloan Center on 

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