The Advisor Content Library
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For many financial professionals, communicating thoughts and ideas in writing is both challenging and time consuming. The Advisor Content Library offers affordable, compliance friendly, expertly written articles that you can use as-is or revise so they reflect your personality and client focus.
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Retirement is not as easy as it looks. Everyone has retirement dreams, but not many people spend time on the nitty-gritty details. If the word ‘retirement’ conjures thoughts of an older you relishing travel, volunteer work, and time with friends and family, that’s great. But you have more work to do.
Retirement requires rigorous thinking and planning. If you want to retire – and some people don’t – the 5-Ws can help you begin to develop a fully articulated plan for retirement.read more
Despite doom and gloom headlines, older Americans say life in retirement is good. In 2017, 60% of participants in the Capital Group’s Wisdom of Experience Survey said retirement was better than they’d expected. An additional 30% said it was meeting their expectations....read more
What would you do if you saw a bear in the wild? Your instinct may tell you to run, but you cannot outrun a bear. You may have been advised to play dead or climb a tree, but those are not recommended options either. According to the National Park Service, the right...read more
Did you know the cognitive blunders that lead to congested closets and jammed attics also are responsible for poor financial decisions? It’s the reason Marie Kondo’s book, The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing, captured...read more
One of the most unpleasant times to be an investor is during a bear market. In late December 2018, MarketWatch reported some major U.S. stock indices had dropped into bear market territory. Falling share prices undermined investor confidence and, by the last week of...read more
Stocks have the highest risk and highest return potential among traditional investments. However, few people choose to invest all of their savings in stocks because the ups and downs of the market can be quite unnerving. Studies in behavioral economics have found...read more
Some investments increase and decrease in value at the same time, others do not. Alternative assets tend to perform differently than traditional assets like stocks and bonds. As a result, they sometimes are included in the well-diversified portfolios of qualified...read more
The answer is straightforward: You should work with a financial advisor for the same reasons you work with a doctor, an auto mechanic, an accountant, a stylist, a barber, a plumber, a teacher, a professor, a lawyer, or another professional. Financial advisors are...read more
In the Roaring Twenties – an era of flappers and prohibition, the decade when women won the right to vote, and a time when the ‘Hollywood’ sign read, ‘Hollywoodland’, less than one-fifth of Americans completed high school – and a tiny fraction of the population...read more
Many students rely on their parents for financial assistance throughout college. The first years of undergrad often are a time when adult children learn to budget, track spending, pay bills, and manage credit. These are not easy to master, but they’re essential life...read more
Getting into a top college is challenging. Paying for it is, too. College Board reported that in-state students attending four-year public colleges or universities full-time should budget about $25,000 for tuition, room and board, and other expenses during the 2017-18...read more
We all receive a lot of advice: Eat less sugar. Exercise more. Stay in the moment. Don’t make assumptions. Spend less time on social media. We don’t always make the choice we know we should make. Sometimes, a poor choice is easy to overcome. For instance, if you...read more
Rudyard Kipling’s poem 'If' — opens like this: “If you can keep your head when all about you/ Are losing theirs…”  Kipling was offering advice about how to live life, but staying calm when others panic is a good idea when it comes to investing, too. Investors with...read more
If you’ve ever watched a contestant on the Great British Baking Show get it wrong – using salt instead of sugar or choosing a disastrous flavor combination – then you know how important it is to choose the right mix of quality ingredients. It’s also important to...read more
Until recently, it was difficult for Americans living with disabilities to save for emergencies, much less save for the future. For example, if a person with disabilities acquired more than $2,000 in resources – an amount that wouldn't cover most emergencies – then he...read more
2018 has brought some unwelcome weather to the United States. In the West, Americans have endured lava flows, wildfires, and mudslides. In the Midwest, they've suffered torrential rains, high winds, and flooding. In the South and the East, people have coped with...read more
We celebrate all kinds of things. Every September, we have the opportunity to celebrate Labor Day, American Chess Day, World Coconut Day, National Wildlife Day, National Comic Book Day, and other government and media holidays.  Here’s my question: Why don’t we have...read more
Sometimes, a 401(k) rollover into an IRA is the right choice — and sometimes it’s a decision that costs thousands of dollars. When plan participants change employers, they often choose to rollover assets into an IRA or into another employer’s retirement plan. ...read more
Imagine this: One-half of women and one-third of men who are in their mid-50s will live to age 90, according to the Society of Actuaries. If you’re married, at age 65, there is a 50% chance that either you or your spouse will live to age 92.  Increases in longevity...read more
Obtaining what you wanted was far more challenging before paper money and pocket change were invented. Barter required finding someone who had what you needed – and needed what you had – and then reaching an agreement. While bartering remains a valued skill in some...read more
Idioms are phrases that only make sense when you know the meaning associated with them. For instance, in the United States, we say that ‘someone is worth their salt.’ It means means the person is hard working and worth the money he or she is paid. The saying...read more
Baby Boomers aren’t going to bore their grandchildren with tales of walking 10 miles uphill to school in inclement weather. No, they’ll be able to shock younger generations with tales of rotary telephone dials and eight-foot phone cords. Of course, Generation X and...read more
It’s easy to leave money behind in a workplace retirement plan account. In fact, lots of people do. Between 2005 and 2015, 25 million Americans left retirement plan savings in their former employers’ defined contribution plan, and millions of people left two or more...read more
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Sample Article on Investing for The Advisor Content Libraryread more
Sample Trivia Quiz for The Advisor Content Libraryread more