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Top Ten (In Order) Ways To Spend Your Annual Bonus

Dec 17, 2020

With the end-of-year holidays in full swing, many American workers may be seeing a bonus in their paychecks. Instead of blowing that bonus on nonessentials, however, financial professionals urge people to consider the ways that extra money could be put to good future use.

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News

You Say Fiduciary, I Say Binary: A Review and Recommendation of Robo-Advisors and the Fiduciary and Best Interest Standards

Dec 16, 2020

Robo-advisors are growing in popularity in the financial services industry, and in society at large, for their ability to offer fast and cheap financial advice to a wide range of clients and make the jobs of financial professionals easier.

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Blogs

Insurance Needs in Times of Low Interest: 3 Pointers from Japan

Dec 14, 2020

Many insurance companies must navigate the impact of today’s low interest rates on their businesses.

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News

Lessons From The Rich And Famous: Why Estate Planning Should Be Part Of Your Retirement Plan

Dec 11, 2020

When it comes to establishing what will happen to someone’s accumulated wealth and assets after their passing, it pays to be prepared—but too many people are not.

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News

Why Wealth Advisers Urge Active Planning for Philanthropy

Dec 10, 2020

Philanthropy is no longer a static part of a financial plan: for many gift planning advisors and professionals, it’s a highly-involved process that requires a lot of work, check-ins, and refinements over time to ensure the maximum impact of a charitable donation.

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News

Blanchett, Finke: What to Do When Clients Listen to TV Pundits

Dec 09, 2020

Many advisors agree that having clients with a basic working knowledge of finance is helpful; however, the downside of that knowledge can come when clients become too focused on beating the stock market and jumping on “hot tips” from TV “experts” that more often than not don’t pan out.

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