Dave Grant, a Financial Planning columnist, is founder of Retirement Matters, a planning firm, in Cary, Illinois. He is also the founder of NAPFA Genesis, a networking group for young fee-only planners. Follow him on Twitter at @davegrant82.
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Turning loss into profit in down markets can seem like magic to some clients.
March 26 -
For years, I helped clients make choices that improved their happiness and work-life balance. Why wasn't I doing the same for myself?
January 24 -
As this firm founder took stock, he realized his needs had changed over time.
November 19 -
The departures mean my practice is losing thousands of dollars in revenue — for now.
August 14 -
Years of trial and error and research behind the scenes and continuing client-facing education resulted in the portfolio-mix sweet spot.
May 28 -
Advisors need to be willing to take a financial hit for clients
April 2 -
Dave Grant thought he’d seen it all as an advisor. Then an investment review meeting turned deadly serious.
March 30 -
Boundaries and blind spots: Two advisors have a no-holds-barred conversation about working with clients of different genders.
January 23 -
Culture is like a garden, it has to be planned and nurtured. Even solo practitioners need to pay attention.
July 27 -
This retirement investing strategy can be a hard one to implement, but it makes academic sense.
July 20
