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Better Conversations Podcast Jul 11 Behind the curtain: Securities lending in mutual funds

Many mutual funds provide investors the potential for added return by loaning the underlying stocks, bonds and other securities in the fund. The added...

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Practice Management Jun 27 Exploring the money mindsets of your diverse client base

Advisors serve a diverse group of clients that come from different backgrounds and life experiences. These experiences shape their mindsets when discussing their finances,...

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Better Conversations Podcast Jun 27 Escape the index: High-conviction investing

Recently, some investors and advisors have thrown in the towel on active management and are questioning if there is still a place for it...

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Practice Management Jun 22 Seven tips to help you communicate with aging parents

The 40-70 rule is a guideline — if you’re at least 40, or if your parents are at least 70 — it’s time to...

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Better Conversations Podcast Jun 14 Diverse perspectives: Understanding mindsets in business and life

A few years ago, my husband and I journeyed to Vietnam on vacation. Like many foreign travelers, we wanted to experience the various cultures...

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Practice Management Jun 13 Understanding your clients’ behavioral biases

Traditional economic theory tells us that humans are generally rational beings, and make decisions from an optimal perspective. However, even the most experienced investors...

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