Blog

Oct
05

Fiduciary and Suitability: Two Important Words in Every Investor’s Vocabulary

For an investor at any stage of life, there’s always a lot to learn. However, for those of us who prefer to use an outside professional, we fortunately don’t have to learn all the gritty details.

By Jeanne Klimowski | Investor Education
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Sep
15

Investors, Step Away from the News!

“We’ve long felt that the only value of stock forecasters is to make fortune tellers look good.” – Warren Buffett   For the first half of the year, the markets seemed fun to many investors–anytime you checked your stocks, they were usually up.   Recently, however, the markets have started making some moves downward. For […]

By Jeanne Klimowski | Investor Education
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Sep
04

For Young Investors, Cash May Be The Scariest Investment of All

“Inflation is as violent as a mugger, as frightening as an armed robber and as deadly as a hit man.”

-Ronald Reagan

By Jeanne Klimowski | Investor Education
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Aug
18

Regaining the Trust of Millennial Investors

Millennials are financial veterans, but they don’t even know it. After witnessing the dot-com frenzy and subsequent crash, the 2008 subprime mortgage meltdown, and the 2009 bull market, America’s largest generation is naturally skeptical of the boom-bust version of markets they have grown up on. While they have indeed seen a lot, what many haven’t […]

By Jeanne Klimowski | Advisor Communications
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Aug
12

Preparing Investors for Changing Market “Seasons”

Advisors know markets are cyclical, but many investors don’t. Learn how to coach your clients on this vital subject.

By Jeanne Klimowski | Investor Education
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May
17

Target-Date Funds: Don’t Take Your Hands Off The Wheel

Target-date funds are extremely popular with investors and are often the default choice in 401k plans.  In theory, target-date funds are a great idea; you pick the fund that matches your expected retirement date, and it takes care of details like asset allocation and rebalancing. It’s a simple option, like putting your investments on cruise […]

By Jeanne Klimowski | Investor Education
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