by C. Thomas Howard | May 6, 2020 | Advisor Interviews
Managing investments in emotionally charged markets: A behavioral framework Managing investments in emotionally charged markets: A behavioral framework Is it time to move away from the efficient market hypothesis to a more realistic representation of...
by David Wismer | Apr 22, 2020 | Advisor Interviews
How everyday analogies can help clients understand risk management How everyday analogies can help clients understand risk management Financial advisors use a wide range of analogies with clients in communicating the need for constant portfolio...
by David Wismer | Mar 18, 2020 | Advisor Interviews
Using behavioral finance to better guide clients Using behavioral finance to better guide clients Advisors can benefit from using behavioral finance when working with clients—specifically when educating about risk, investment expectations, managing...
by Katie Kuehner-Hebert | Mar 4, 2020 | UpClose
Investment policy should be a family affair Investment policy should be a family affair One spouse says “potato” and the other says “potahto”—even when it comes to their investments. How can advisors work with couples to help them effectively reach...
by Proactive Advisor Magazine | Feb 19, 2020 | Practice Management Tips
William Romeo • Coconut Creek, FL FinestPlan LLC • Securities America lnc. I founded FinestPlan LLC in 2002 with another advisor, who was my partner in the firm for about 10 years. Getting our practice headed in the right direction was truly a team...
