Dave Grant

These funds emerged as investors sought yield amid an otherwise low-interest rate environment. As rates normalize, does this approach still have a purpose?

The average retiree may need to save far less than you are currently projecting.

Baby boomers are holding more mortgage debt than the retirees before them. But sometimes, that can be a smart financial strategy.

How to use content marketing through blogs, videos, podcasts and social media to boost your business.

Lower incomes, longer lives and time out of the workforce means women lag men when it comes to preparing for retirement. Advisors can help.

Advisors need to educate clients — but not dumb down their advice — when it comes to the complex world of these investment vehicles.

Millennials, Gen X, older workers and current retirees should all think about Social Security slightly differently in crafting their retirement plans.

Many clients want to leave an impact after they’re gone but don’t know how to go about it. Here’s how to approach the uncomfortable conversations.

After five changes to my pricing model in five years, I finally had a strategy that I had shunned when I started.

As advisors, we are supposed to be the calm in the storm for our clients — let’s make sure our messaging does that quickly and effectively.

Be aware of changes to retirement savings plans and alimony. Here’s what clients and advisors need to know.

Advisors should keep a close eye on these provisions, Dave Grant says.

"I was making money hand-over-fist, and I couldn’t sleep," says Dave Grant of his brief dally in the cryptocurrency.

When it comes to planning, hitting financial goals is only part of the story.

There may be a silver lining to be found despite this challenging situation.

I thought my entrepreneurial career was over. I was wrong.

Hurricane Harvey provides a grim reminder of how traumatic it can be to face the effects of severe weather. Here’s how to be effective if it happens to your clients.

For any advisor caught in trying circumstances, it's natural to feel upset. But there's a constructive way to respond to challenges.

It's not uncommon to feel unsure, but there are many things you can do — and people you can lean on.

There could be a savvy person who could take over the practice among your wealthy clients.