As a financial advisor, you know how important it is to generate leads and find new clients. Still, we talk to advisors every day who ask us how to find clients as a financial advisor. For most, financial advisor leads cost money. So, How Does a Financial Advisor Find Clients? Traditional stock market-based financial advisors …
I always say that a successful retirement is about achieving and maintaining not just good financial health but also good physical, mental, and emotional health. Think about it: they’re really all related, and for two long months they’ve been under siege by the COVID-19 pandemic. The social distancing measures required to contain the disease have …
10 Ways to Stay Positive During the Coronavirus Pandemic Read More »
In response to the coronavirus pandemic, the federal government has taken a wide range of actions to try to limit the economic damage and help businesses and struggling families. So far, these have included several emergency moves by the Federal Reserve, passage of the $2 trillion-dollar Coronavirus Aid, Relief and Economic Security (CARES) Act, and …
How to Take Advantage of The Government’s Efforts to Help Your Retirement Plan Read More »
Over the past couple of weeks, we’ve seen hopeful developments in the battle against the coronavirus. Although we’ve reached one million coronavirus cases across the country, the good news is that we seem to be flattening the curve in terms of hospitalizations and new COVID-19 cases. While there may be some light on the horizon, …
More cases, more deaths, and more federal relief. As the coronavirus crisis wears on, millions of Americans are increasingly worried about their income, their savings, and their retirement. Are you taking action to help protect your health and your money? A month ago, the White House urged individuals and businesses to follow strict social distancing …
No matter who you are, virtually every aspect of your retirement plan will be impacted to some extent by the coronavirus crisis. Most likely it already has been, and you’re asking yourself questions such as: Can I still afford to retire when I want to? Will there be jobs available if I want or need …
How the Coronavirus Crisis is Impacting Americans in or Nearing Retirement Read More »
The possible economic fallout of COVID-19 has already been compared to that of the Financial Crisis of 2008. This time, however, we believe it could be worse. That’s because during the financial crisis, it was really just the financial industry that was affected. It started with people thinking that subprime mortgages were going to cause …
We just saw the greatest assist in history to the credit markets that are related to bonds. The Fed literally stopped the bleeding in the municipal bond components, corporate bond components and bond-based ETF components because they started purchasing them – which points to the Japanification of our credit markets. Companies like Schwab and Vanguard …
On March 23, the Federal Reserve announced an all-out emergency plan, a plan designed to promote economic stability in the midst of this pandemic. That same day, coronavirus fears sent the stock market dropping to its lowest level since before the 2016 presidential election. A day later, the market rebounded on hopes that the Fed’s …
