Jonathan Clements

Train them to use these strategies during jittery markets.

Advisers may need to devise strategies that work with shaky finances. Here are three realities to consider.

Modern advisers have much to learn from Blaise Pascal and his influential insights on taking chances.

Here’s how to counteract your clients’ tendency to buy and sell securities at just the wrong time.

Though much lauded in academic literature, there are good reasons your clients should not own a market portfolio, according to our columnist.

Most families muddle their way through. Your goal is to make the muddling a little more sensible.

It’s not just about making money. Advisors do a big service when they help their clients use their money to improve their lives.

Those who truly put clients first may sometimes advocate strategies that cut their own incomes.

These savvy strategies could enrich your clients’ lives, according to Jonathan Clements.

Keep your reputation intact, and your clients on track, by telling them to expect modest stock returns in the future.

If you want to increase referrals in the long run, don’t always act in your own best interest in the short term, columnist Jonathan Clements says.

Focusing on market-beating performance is a flawed strategy, says new columnist Jonathan Clements. Instead, advisors should focus on clients’ entire financial lives.

Volatile times can be scary, but clients may be more prepared than they think they are -- helping them realize that will make riding out the tough times a lot easier, columnist Jonathan Clements says.

If you want to keep them on track, forget nitty-gritty details and focus on these six major themes.