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In an excerpt from his new book, Gregory Curtis discusses why it is all about damage control.
June 10
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New flavors in a portfolio can help juice returns, but beware of the risks.
June 10
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As social investing has broadened its horizons, returns have also improved, says Matt Papazian, CIO of Cardan Capital Partners.
June 9
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Advisers may want to point out to clients that protection against exchange rate fluctuations can have major consequences.
June 9
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Just one is easier for advisers, but there are good reasons to have two. Here’s how to help clients decide.
June 9
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Here are ways to engage them in more positive thinking when the market gyrates.
June 8
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This method allows advisers to focus on market data evidence and academic research.
June 7
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A NING trust can provide significant savings and help clients avoid gift tax ramifications.
June 6
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SMAs also allow clients to invest in line with personal values and offer customization.
June 3
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Advisers must be creative and persistent in figuring out risk tolerance levels.
June 3
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Most times, remaining calm and sticking to a long-term asset allocation is the best course.
June 3
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The practice can seem counterintuitive to clients. Here’s how to break through their resistance.
June 2
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Educate them on the risks and lower volatility of a geographically diversified portfolio.
June 1
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Patience is a virtue, but advisers can suggest it as a portfolio diversifier that clients can actually control.
May 26
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Even after Congress phased out two popular claiming strategies, you should remind clients they can increase their benefits simply by being patient.
May 17
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If clients are seeking performance steadiness, help them build a diversified portfolio that includes exciting engine asset classes but also some that will act as safety brakes.
May 13
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Modern advisers have much to learn from Blaise Pascal and his influential insights on taking chances.
May 6
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Risk protection requires holding some investments that underperform when stocks rise, such as government bonds. But the payoff can come when the tide turns.
May 5
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Ending a three-year slump with its largest quarterly increase in almost 30 years, the timing is right for a closer look, Lipper research analyst Patrick Keon says.
May 4
