Advisor to Client

Presentation: ETFs and why costs matter

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on ETFs and how investment costs are structured. The slides are designed to help you educate investors and prospects. We know you’ll want to customize them and add elements specific to your client, so we’re providing a Word file to make that easier (there is no PowerPoint).

June 17, 2014

2 min read

Risk Management

遗产规划清单

Estate planning checklist

By 员工 |June 17, 2014

Risk Management

एस्टेट प्लॉनिंग की जांचसूची

Estate planning checklist

By स्टॉफ |June 17, 2014

1 min read

Risk Management

ਐਸਟੇਟ ਯੋਜਨਾਬੰਦੀ ਚੈਕਲਿਸਟ

Estate planning checklist

By ਸਟਾਫ਼ |June 17, 2014

Investing

Planner: Proven rising-rate protection

Traditional bond strategies, with longer than average durations, may offer investors little protection against declining values during a rising interest-rate environment. How can you make the most of your fixed-income allocation now, and in the future?

June 16, 2014

1 min read

Financial Planning

Getting divorced? Redo your will

Divorce is an emotionally and financially stressful time. But if you don't update your estate plan, it can cause additional stress in the future.

By Melissa Shin |June 9, 2014

1 min read

Financial Planning

Insurance for newlyweds

Joint policies may seem attractive because of the cost savings. But it doesn’t cost much more to insure each life individually, and you or your spouse receives double the payout.

By Sarah Brown |June 8, 2014

3 min read

Financial Planning

Name trustees for family members with disability trusts

Liz and Mike are both accountants in their late 40s. Their only child, Jordan, is 16 and has Down syndrome.

By Evelyn Juan |June 7, 2014

5 min read

Financial Planning

Think before you change beneficiaries

This handy sketch will help you understand estate planning.

By Staff |June 4, 2014

2 min read

Financial Planning

Pay less interest on your debt

A great rate is just the beginning when it comes to paying less interest. To become debt-free faster, also consider an efficient debt structure and repayment plan.

June 2, 2014

2 min read

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