Helping clients understand the risks, rewards, and realities of investing beyond the public markets Fact checked by Vikki Velasquez Private market investing is no longer reserved for institutions and ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

The most successful financial advisors are excellent communicators and connectors. Financial planning is emotional and needs a delicate approach. Each person has different ways they communicate. When ...

Talking to your clients about the upcoming election does not mean you should talk about politics or predict the outcome. It means talking to them about how the election might affect their finances.

Between inflation and stock market volatility, investors are going through tough economic times right now. Yet, advisors need to convince their clients to stay the course. Unfortunately, although ...

Despite staying in check in May, some analysts are concerned that inflation may once again start to creep up again. A cooling of inflation in recent months has put some investors at ease, but should ...

It's a grim topic, but death is a key factor in retirement planning. How long do you expect to live? It's a touchy question, but research shows asking it can significantly help investors prepare for ...

When are interest rates going to come down? Where should mortgage rates be before I buy or refinance my home? How much home can I afford today? These are just a few of the questions independent ...

Long-term care can be a difficult topic to address with clients. The subject can bring up uncomfortable emotions many clients would rather avoid, such as fear of mortality or losing their independence ...

If you have clients traveling to a storm-prone area during hurricane season, the most important thing you can do is talk to them about the potential risks (and rewards) while still in the ...

Helping clients understand the risks, rewards, and realities of investing beyond the public markets Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various ...