Even Warren Buffet Agrees … Access to Capital is More Important than Rate of Return
A recent Yahoo Finance article stated that Warren Buffett would prefer access to capital so he can take advantage of ...
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How Do You Answer the Question, “What do you do?”
One of the most important questions you will ever be asked is “What do you do?” And hopefully your answer ...
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How to answer the question, Why haven’t I heard this before?
Have you ever been in a meeting with a prospect or a client and after you’ve given them some great advice, ...
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5 Reasons why a QP might not be a good account to have in retirement
Many financial advisors encourage their saver clients to contribute to their company’s qualified plan, at least enough to receive the ...
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Certain Uncertainties Can Erode Your Client’s Sense of Confidence
The uncertainties your clients face in retirement can erode their sense of confidence. Indeed, according to the 2017 Retirement Confidence ...
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Retirement Can Mean Different Things for People
Retirement can have many different meanings. For some, it will be a time to travel and spend time with family ...
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Needs vs Wants: People Move in the Direction of their Wants
Life insurance has historically been sold by the life insurance carriers as a “need” product. They start by offering a ...
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Asset Allocation is a Critical Building Block when Creating a Portfolio
If you live in or have visited a big city, you’ve probably run into street vendors—people who sell everything from ...
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