Working With the Emotional Investor: Proactively Teaching Clients Before the Market Crash

RELATED CONTENT

The Financial Advisor as Personal CFO for Small Business Owners

What’s Working Now: When you are running the details of a business every day, you may not have time to step back and consider the big picture. This FA positions himself as the much-needed personal CFO for hardworking small business owners—and they love him for it.

Critical Roth IRA Conversion Rules Every Advisor Must Know

Failure to follow the rules on Roth conversions could result in increased taxes and penalties that negate the benefits of converting to a Roth in the first place. Here is what you need to know on paying taxes, spreading income, RMDs, excess contributions, and timing.

Behavioral Finance: Helping Clients Make Better Decisions

Horsesmouth Essential: Advisors know most investors are prone to making emotional decisions that can become costly mistakes. Behavioral finance expert Victor Ricciardi discusses some common challenges and how you can nudge clients toward more rational choices.