Words rarely match actions when portfolios suddenly plummet. Theoretical comfort with volatility evaporates quickly once percentage drops transform into dollar figures. One of the thorniest challenges ...

Yarilet Perez is an experienced multimedia journalist and fact-checker with a Master of Science in Journalism. She has worked in multiple cities covering breaking news, politics, education, and more.

Advisor Impact Inc. has launched a third-party client assessment tool that helps financial advisors maximize the value of their existing books of business and build deeper relationships with clients.

Accounting for Clients' Liquidity and Other Financial Needs. J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of ...

Objectives: (1) Describe the self-care, productivity and leisure problems identified by individuals with a spinal cord injury (SCI) during rehabilitation, (2) describe the perceived level of ...

After years of blending the disciplines of counseling psychology, leadership and executive coaching, I have found this integrated approach to consistently achieve superior results, especially when ...

Independent financial planning practices concerned about moving away from a commission-based fee structure should speak to clients individually to work out a case-by-case solution, according to ...

Now that we’ve passed the second personal tax-filing deadline of the year, June 15, which is for individuals with self-employment income, chances are your clients have either received, or will shortly ...