Category: Advisors

Here are some money moves you should make now that we’re in a recession

Johannes Eisele/Getty Images The country is in a recession and it’s certainly unclear how long this downturn could last. Chances are that you or someone you know...

Advisors guide clients through Covid-19 crisis

Our nation is facing unprecedented times, and financial advisors are facing upheaval when their clients need them the most. More than 40 million people have applied for...

New rule may make it hard to tell if a financial advisor has your back

This summer, it may become more difficult for investors to determine whether a financial advisor indeed has their best interests at heart. Starting June 30, financial...

The coronavirus pandemic has transformed the client-advisor experience

Martin Seay, president of the Financial Planning Association and chair of the Personal Financial Planning Program at Kansas State University. Financial Planning...

Here are key ways coronavirus crisis differs from the Great Recession

For the second time in 12 years, the U.S. economy and financial markets are facing an unexpected crisis of uncertain proportions. While the 2008 financial crisis and the...

Financial advisors face new challenges in the way they manage workflow

Like everybody else in the country, David Yeske is getting a bit stir crazy. For the last eight weeks, the founder of registered investment advisor Yeske Buie has been...

So your financial advisor took a PPP loan. What it means for you

In today’s environment, it’s just about unimaginable that someone would turn down a $40,000 forgivable loan. Benjamin Brandt, a certified financial planner...

Don’t let coronavirus market swings hijack your brain

Our brains are wired to look for danger and react quickly to an approaching attack; however, this most recent threat is invisible, but no less distressing to our...

It’s not time to panic, it’s time to plan finances during pandemic

Prior to the Covid-19 pandemic, an astounding 53% of the American population felt anxious about personal finances. Undoubtedly, that percentage has grown significantly,...

Lessons from financial advisors who applied for the PPP loan

As small businesses sought emergency federal loans, financial advisors not only assisted clients, but also applied for aid to bolster their practices. The Paycheck...