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Weekend Reading for Financial Advisers: Prospect Theory, Pressure, and Premiums

Lauren Foster rounds up a selection of interesting reading (and viewing) from the past few weeks. Read more →

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Grappling with Alzheimer’s: Advising Clients on the High Costs of Aging

Understanding dementia and its financial implications, as well as a host of other eldercare issues, extends well beyond attorneys: It is something every financial adviser with elderly clients, or...

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Long-Term Care Planning: Five Common Mistakes

As Baby Boomers age and average life expectancies climb, more and more financial advisers will need to broach an uncomfortable topic: aging and the need to make provisions for growing older and having...

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Weekend Reads for Finance Pros: Investing, Making Bad Choices, and Yawning

I can't tell you how many times I have seen Carl Richards' sketch of a Venn diagram showing the intersection of "things that matter" and "things you control." But it's a lot. It did the round on...

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Advisers: Ask Your Clients How They Take Care of Their Health

The rising — and unpredictable — cost of health care in retirement is the top concern for many Americans age 50 and older. Carolyn McClanahan, MD, says it's imperative for financial advisers to discuss...

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Weekend Reads: Behavioral Biases, Runner’s High, and Star Wars

Is it just me, or does it seem that hardly a week goes by without another study or article about diversity in the workplace making headlines? I don't have the answer, but it did make me wonder whether...

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