Client communications

Why do advisors focus so heavily on planning for a lifestyle change that may never happen?

"It took a little time to regain our equilibrium."

Fear and worry are rampant. One client asked if any other client had recently returned from China.

"Since no one has a crystal ball to predict what will happen, I advise saving money on both sides of the tax fence," an expert says.

Stock plunges can hurt more than some clients may know, due to their asymmetrical relationship with gains.

For years, I helped clients make choices that improved their happiness and work-life balance. Why wasn't I doing the same for myself?

In the first episode of Financial Planning's new podcast series, Tobias Salinger talks with advisor Dasarte Yarnway about how he “fought and clawed” his way into the profession and discusses the ambitious goals he’s working toward for his RIA, as well as the industry.

The tricky part is educating clients on how to recognize what constitutes underperformance and overperformance.

A succession strategy doesn't have to be set in stone, writes columnist Carolyn McClanahan.