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Getting Client Calls After A Stock Market Shift? Here’s How To Reassure Them

The stock market is known for its ups and downs, but when a major shift happens, many investors go into panic mode. As a financial advisor, you’ve likely received frantic calls from your clients during these times: Are their investments safe? Do they need to make changes to their portfolios? What does this mean for their financial future?

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How Fintech Companies Are Failing To Help Millennials With Financial Security

Low incomes, high urban rents, hefty student debt and spending habits are just a few reasons millennials struggle with their finances. That’s why this generation is an easy target for fintech companies, which often claim to help people save money and manage their spending. Read more

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15 Steps Entrepreneurs Need To Take To Start 2019 Off On The Right Financial Foot

The holidays are fast becoming a distant memory — short, glorious and now gone. In the post-holiday glow, small business owners need to remember to keep their strategies aligned as the new year gets underway. After all, it’s said that you should start as you mean to go on. Read more

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Simple Strategies To Help Anyone Improve Their Financial Literacy

No one wants to feel like they’re scrambling for money every month, especially if they’re already working full-time and struggling to maintain a healthy work-life balance. However, that seems to be a common occurrence in today’s world of high spending and even higher debt. Read more

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Thinking About A Personal Loan For Your Business? 12 Important Questions To Ask Yourself First

You have a great business idea, a detailed business plan and the guts to take the leap — but where are you going to get the money to make it happen? Read more

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The Best Intentions: How Leading Financial Advisors Build Trust With Their Clients

Financial advisors are hired to help their clients make sound investment decisions. However, not everything is as simple and honest as it may appear (or the client wishes it was). Earlier this year, a federal appeals court struck down an Obama-era rule that requires account managers to put clients’ interests ahead of their own, according to a Bloomberg article. Read more

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Wall Street managers have cost Americans more than $600 billion over the past decade

Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more

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Financial Tips 2018: How to get ahead on taxes, savings and insurance

It’s 2018 and now’s the time to get your finances in order.

To help you and your family make all the right money moves next year, here’s a financial game plan that could help you grow your 401(k), avoid financial ruin and adjust to the new tax rules signed into law by President Trump. Read more

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3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more

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Is Your Financial Advisor a Fiduciary?

Published By Brett Carson

Financial advisors will have a new regulation to deal with starting April 10: It’s called the fiduciary rule, and it’s the biggest legal change governing the financial advice industry in years. Read more