Low Interest Rates

Helping Clients Close the Retirement Gap

Wednesday, November 2nd, 2011

“How do I close the gap on hitting my retirement goals?” If you’re meeting with clients in their 40s and 50s, chances are you’re run into that question. Weak equity markets over the past decade, low interest rates and a new consensus on a muted outlook for future returns means that some clients who five […]


Do You Need a Code of Conduct?

Tuesday, October 19th, 2010

Recently, I got an email from an advisor asking for suggestions on how to deal with clients who sold some or all of their portfolio near the 2008-lows. More specifically, he wanted to know if it’s worthwhile educating these clients of where they would be had they not sold out? Or does he risk further […]


Navigating Post-Financial-Meltdown Reviews

Tuesday, October 19th, 2010

Recently, I got an email from an advisor asking for suggestions on how to deal with clients who sold some or all of their portfolio near the 2008-lows. More specifically, he wanted to know if it’s worthwhile educating these clients of where they would be had they not sold out? Or does he risk further […]