Helping clients understand the risks, rewards, and realities of investing beyond the public markets Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

There’s been a lot of dire talk lately about a recession. Negative economic growth in the first half of this year seemed to confirm the most pessimistic predictions. Some experts even said it would ...

The most successful financial advisors are excellent communicators and connectors. Financial planning is emotional and needs a delicate approach. Each person has different ways they communicate. When ...

Between inflation and stock market volatility, investors are going through tough economic times right now. Yet, advisors need to convince their clients to stay the course. Unfortunately, although ...

Talking to your clients about the upcoming election does not mean you should talk about politics or predict the outcome. It means talking to them about how the election might affect their finances.

It's a grim topic, but death is a key factor in retirement planning. How long do you expect to live? It's a touchy question, but research shows asking it can significantly help investors prepare for ...

What are your clients’ biggest headaches? Supply costs? Regulations? I’m guessing it’s staffing. Employees are changing jobs often, and in many areas unemployment is getting quite low. This presents ...

When are interest rates going to come down? Where should mortgage rates be before I buy or refinance my home? How much home can I afford today? These are just a few of the questions independent ...

Sometimes therapists are more anxious than their clients. Many therapists are so terrified about making a fatal mistake and saying the wrong thing to their clients of color that when diversity ...