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Helping clients develop a solid investment strategy is an important step to help them survive market volatility.December 3
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Younger clients who adopt an overly conservative investment approach are advised to consider diversified, low-cost equity products to boost returns.December 2
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The discount brokerage sees the move as a way to attract younger, less affluent investors.November 20
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Younger clients are more savvy consumers who know how to minimize their expenses and are less inclined to spend on material goods, an expert says.November 13
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Around 40% blame their lack of preparation on housing costs, according to a report from TD Ameritrade.October 23
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Cases often go unreported because many times seniors are too embarrassed.October 15
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Investing in tax-advantaged accounts and automating contributions are a few strategies that could help.October 9
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Clients should think of the years as empty buckets and keep the amount of income into each bucket level per year.October 3
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Four erroneous beliefs cause many new planners to fail.October 3
Chief Investment OfficerMomentum Advisors
