For Mr. Traynor, part of being early means reducing equity exposure that has been in overweight mode since June 2011. Those 67% allocations to equities have been reduced to a neutral 60% weighting for ...

Q: Since it looks like we may be heading into a recession this year, we may expect supplier bankruptcy filings. Based on our pandemic experience, our agency's clients often have questions about how ...

The "in-kind" method allows investors to diversify highly appreciated stock without handing over a chunk of the profit to the ...

Maintaining strong relationships with clients is a cornerstone of success for financial advisors. Understanding how to keep in touch with clients effectively can enhance trust and foster long-term ...

The ability to decode investors’ behavioral biases to determine what may get in the way of their financial success can be one of the most valuable tools advisors can use to keep clients investing for ...

2020 was shaping up to be a great year for travel-until it wasn't. Many travel consultants spent much of the spring months canceling and rebooking clients or spending long hours on hold with suppliers ...

With the U.S. stock market officially in bear market territory in response to the global COVID-19 pandemic, financial advisers say clients have been surprisingly calm and mostly quiet. “We’ve got ...

When it comes to the markets, investors have always been influenced by their political views. But since January's administration change, I've witnessed more intense politically motivated investing ...