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Most families muddle their way through. Your goal is to make the muddling a little more sensible.
February 25 -
Its not just about making money. Advisors do a big service when they help their clients use their money to improve their lives.
January 26 -
Those who truly put clients first may sometimes advocate strategies that cut their own incomes.
January 6 -
These savvy strategies could enrich your clients lives, according to Jonathan Clements.
November 30 -
Keep your reputation intact, and your clients on track, by telling them to expect modest stock returns in the future.
October 21 -
If you want to increase referrals in the long run, dont always act in your own best interest in the short term, columnist Jonathan Clements says.
September 25 -
Focusing on market-beating performance is a flawed strategy, says new columnist Jonathan Clements. Instead, advisors should focus on clients entire financial lives.
August 31 -
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.
August 25