Advisors

For the second time in 12 years, the U.S. economy and financial markets are facing an unexpected crisis of uncertain proportions. While the 2008 financial crisis and the current coronavirus pandemic are very different in character, both have produced extraordinary volatility in financial markets. Both downturns have also presented major challenges for financial advisors as they
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Adam Hester America is a resilient nation. Americans are optimistic, innovative, forward-looking and compassionate. And when a crisis occurs, America’s best qualities shine through and burn brightly. We are in the midst of an unprecedented health crisis that has caused a momentous disruption to our nation’s and the world’s economy as businesses have been ordered
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For anyone who became accustomed to watching their 401(k) account balance climb higher for years on end, the market’s recent drop and continued volatility may be unnerving if not downright scary. Nevertheless, you shouldn’t let fear cause you do something that could hurt your long-term retirement planning, advisors say.  “The coronavirus is certainly creating a
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Thomas Barwick | DigitalVision | Getty Images The process of recommending life insurance doesn’t have to be rife with conflicts of interest. Insurance has its place in a client’s comprehensive financial plan. For instance, term coverage can protect a young family in the event of a breadwinner’s early demise. Permanent life insurance — which can
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A pedestrian passes in front of a Charles Schwab Corp. office building in New York. Gabriella Angotti-Jones | Bloomberg | Getty Images Charles Schwab’s proposed acquisition of TD Ameritrade is stirring up worry among financial advisors. Schwab on Monday announced it would acquire TD in a $26 billion all-stock transaction. Together, the firms will serve
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Ariel Skelley | DigitalVision | Getty Images What is a suitable investment for someone? What is in an investor’s best interest? What is the difference between a securities broker and a financial advisor? If you have no idea, you’re not alone. “There is still so much confusion with financial terms,” said Ashley Guerra, chief compliance
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