Dave Lindorff

Top advisers are using these strategies to create well-balanced portfolios.

First impressions are crucial – even when it comes to workplace décor.

First impressions are crucial – even when it comes to workplace décor.

With clients anxious after all the lobbying, advisers have some preparing to do.

With clients anxious after all the negative ads, advisers have some explaining to do.

With clients anxious after all the negative ads, advisers have some explaining to do.

Some advisers continue to overstate the benefits, confusing savings with deferral.

Some advisers continue to overstate the benefits, confusing savings with deferral.

Some advisers continue to overstate the benefits, confusing savings with deferral.

Just one is easier for advisers, but there are good reasons to have two. Here’s how to help clients decide.

Even FINRA has loosened up about broaching the subject with older clients.

This could help explain to clients why most should probably wait until 70 to collect benefits.

This could help explain to clients why most should probably wait until 70 to collect benefits.

Out of favor for a while, this strategy also offers a chance to boost income.

Out of favor for a while, this strategy also offers a chance to boost income.

Making fixes and adjustments to a portfolio can take time, so use these funds to right the ship temporarily.

For those willing to wait, these ETFs can reduce volatility and improve portfolio performance.

Some clients want fancy flavors, but their funds don’t have to be the equivalent of chili coconut.

Opinions vary as to whether being a fiduciary advisor draws clients to a firm. Here’s how to determine if it’s a good move for you.