by Katie Kuehner-Hebert | Jun 9, 2021 | Advisor Interviews
How financial therapy could benefit your clients—and your practice How financial therapy could benefit your clients—and your practice As wealth management becomes increasingly holistic, more advisors are either enlisting the help of a certified...
by David Wismer | Jun 9, 2021 | UpClose
Have the Roaring ’20s returned? Have the Roaring ’20s returned? While recent economic news is encouraging, no one has a crystal ball as to the market’s future performance. There is no better time to make sure clients’ risk-management plans are in place....
by Steve Deppe | May 12, 2021 | UpClose
Don’t let the fear of losing keep clients from playing the game Don’t let the fear of losing keep clients from playing the game Clients can be as fearful of losing portfolio gains as they are of steep portfolio drawdowns. Playing defense should begin...
by Richard Lehman | Apr 28, 2021 | UpClose
Are advisors missing the point about behavioral finance? Are advisors missing the point about behavioral finance? Behavioral finance is now part of the investing lexicon, but how much are advisors really using the discipline? And if so, are they using...
by Grant and Greg Morris | Mar 24, 2021 | UpClose
The challenge of technical analysis The challenge of technical analysis Well-known technical market analyst and author Greg Morris offers his perspective on technical analysis. Editor’s note: This article, written by Greg Morris (with assistance...
