Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

Talking to your clients about the upcoming election does not mean you should talk about politics or predict the outcome. It means talking to them about how the election might affect their finances.

Stoy Hall, CFP and founder of Black Mammoth, shares how he talks to clients about getting organized, maximizing ...

When are interest rates going to come down? Where should mortgage rates be before I buy or refinance my home? How much home can I afford today? These are just a few of the questions independent ...

Welcome back to "Ask an Advisor," the advice column where real financial professionals answer questions from real people. The topic can be anything in the world of finance, from retirement to taxes to ...

Most of us have heard the quip attributed to Mark Twain: "Everybody talks about the weather, but nobody does anything about it." As advisors, we may not be able to do anything about the weather, but ...

A client walks into your office. They’ve lost a spouse. Or a job. Or they’ve just received an inheritance they never expected. They aren’t looking for a spreadsheet. They’re looking for someone who ...

Weather is a common component of small talk, but few advisors would prioritize it in a retirement planning conversation with their clients. That could be a mistake. Extreme weather events and other ...

The following is the first installment in a two-part commentary which examines the relevance of law enforcement methods to the boardroom and the courtroom. Part I presents a history of crisis ...