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 →
View ArticleGrappling 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...
View ArticleLong-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...
View ArticleWeekend 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...
View ArticleAdvisers: 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...
View ArticleWeekend 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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