The Path to Recovery: What’s Next?

July 3, 2022 0

Path to Recovery Looking at the economic and market outlook for 2020 just a few months ago, there’s no doubt times have changed. The spread of the coronavirus dealt a severe, unexpected shock that impacted […]

What Is Recession Rich?

July 3, 2022 0

Recession Rich “Recession rich” is a slang term used to describe someone who manages to increase or maintain their wealth during a financial recession. Depending on the circumstances, the term may not necessarily apply to someone […]

Thomson First Call

July 3, 2022 0

Thomson First Call: An Overview Thomson ONE Analytics, formerly called Thomson First Call, is an investment research and data service. It is widely used by professionals in the financial services industry and is a source […]

Investment Advice

July 3, 2022 0

What Is Investment Advice? Investment advice is any recommendation or guidance that attempts to educate, inform, or guide an investor regarding a particular investment product or series of products. Investment advice can be professional—that is, […]

What Is a Financial Plan?

July 3, 2022 0

A financial plan is a document containing a person’s current money situation and long-term monetary goals, as well as strategies to achieve those goals. A financial plan begins with a thorough evaluation of the person’s […]

Human-Life Approach

June 29, 2022 0

What Is the Human-Life Approach? The human-life approach is a method of calculating the amount of life insurance a family would need based on the financial loss they would incur if the insured person in the family […]

Top Retirement Prep Questions to Ask Clients

June 29, 2022 0

Top Retirement Prep Questions to Ask Clients Many Americans have not saved a sufficient amount to retire comfortably. Financial advisors can help their clients determine not only when to retire, but also if they should consider working at least […]

Financial Planning for Veterans

June 29, 2022 0

Financial Planning, t’s a sad fact of life that men and women who have served their country in the military are often targeted by predatory lenders and unscrupulous salespeople who put them into bad investments, […]

Open Architecture

June 29, 2022 0

What Is Open Architecture? Open architecture is used to describe a financial institution’s ability to offer clients both proprietary and external products and services. Open architecture ensures that a client can satisfy all their financial […]

Your Annual Financial Planning Checklist

June 27, 2022 0

If you’ve taken on the task of mapping out your annual financial plan, you deserve a pat on the back. Making sure you’ve covered all the bases is important to both your short-term and long-term financial health. […]

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