Category: Advisors

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...

A game plan to enhance retirement security for millions of Americans

America is a resilient nation. Americans are optimistic, innovative, forward-looking and compassionate. And when a crisis occurs, America’s best qualities shine...

Advisors must help clients get back to basics during volatility

It’s obvious we are living in highly uncertain times. Markets are extremely volatile, and monetary and fiscal policies change from day to day. Most clients are...

What advisors are doing to help clients and themselves amid volatility

Brandon Colbert Photography As markets careen in response to a near-unprecedented public health crisis that’s brought the U.S. economy to it knees, financial...

With market volatility, 4% rule creates risk for retirees

For decades, financial advisors have counseled clients that they should be able to safely withdraw 4% of their assets each year as a means of providing income, while...

Financial advisors help clients navigate through uncertainty

JohnnyGreig | E+ | Getty Images We are in a challenging time, facing rapidly evolving information about the coronavirus and the effects on how we work and live. Markets...

How the CFP Board is making it harder to search for financial advisors

The group that oversees certified financial planners is making it tougher for consumers looking for a new advisor to find out how a particular CFP gets paid.   The CFP...