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Client Life Events
Millennials are just getting started
Millennials' biggest impact on consumption and housing will come in the years ahead.
Client Life Events
Who will be your caregiver?
This piece is approved to use with clients.
The demands placed on the health care system and the need for long-term care options continue to rise. The question of whether Americans have adequately prepared for their future health and long-term care needs will be answered in the coming years as a wave of baby boomers retire.
Client Life Events
The family conversation you should not avoid: How to discuss your legacy
This piece is approved to use with clients.
Everyone needs to take time to consider what they are leaving behind. What is left behind is often far more than can be measured in monetary terms. In addition to material worldly assets, a person leaves behind a legacy representing their values, plans, beliefs and cherished memories.
Client Life Events
Financial concerns of women
This piece is approved to use with clients.
Women have made incredible strides, both professionally and personally, in the last half-century. Despite the professional and financial successes that women in the workplace have earned in recent generations, they are still facing personal issues and unresolved challenges.
Client Life Events
The aging economy
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People are living longer than ever before. However, while advances in medicine, health, nutrition and fitness have extended the lifespan of Americans, the number of years they spend in retirement has not changed much over the last generation because they are also working longer.
Advisor Value & Fees
Is a financial advisor worth the cost?
This piece is approved to use with clients.
My grandfather came over to the U.S. from Ireland in the early 1900s. As a kid, I always remember him telling me, Nothing in this world is for free and if someone tells you otherwise, walk the other way. I was reminded of this when I recently saw online ads for free financial planning and free no cost ETFs.
Advisor Value & Fees
Traits of great financial advisors
This piece is approved to use with clients.
You probably know by now that you’re supposed to have a financial advisor, you may just not know how to differentiate the good ones from the bad ones. We’d like to suggest the following as a checklist for helping you to find an advisor who can help you meet your financial goals and have a good time doing it.
Advisor Value & Fees
Five key ways advisors deliver value in 2019
We believe advisors have never been more valuable. For the past five years, we’ve created an annual report that holistically analyzes the real value advisors deliver to their investor clients in their portfolios, in vital services advisors provide, and this year, especially in their after-tax returns.
Client Life Events
Planning for Life's Big Moments
This presentation explains how to convey your value while helping clients navigate their life journey.
Children & College Savings
A Crash Course in Financial Maturity: 4 Lessons for Children Going off to College
Noreen Beaman, CEO of Brinker Capital, provides a list of financial lessons helpful for those going off to college for the first time.
Children & College Savings
How Do Summer Jobs Affect 529s and Financial Aid?
This piece is approved to use with clients.
Your teen’s summer gig can prepare them for the future — and help them save for college.