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Financial Planning Month: Tips Advisors Can Give to Their Clients

Posted by Jerry McNulty on 10/31/22 10:56 AM

With October being Financial Planning Month, we wanted to provide some helpful information for when Advisors meet with their clients to advise them on how to better manage their finances and investments. Here are four basic tips that you can share with your clients as they work towards their goals of being more financially stable in the present and can help solidify their financial futures.

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Topics: Financial Advisors, Financial Advising, Financial Technology, Client Relationships, Long Term Planning, ESG, saving money, Financial Planning Month

What We Learned From an Unpredictable 2016

Posted by Vanderbilt Financial Group on 12/29/16 2:03 PM

2016 was a year full of surprises that caused Financial Advisors to feel a wide variety of emotions. To many, the unpredictable nature of 2016 conjured up many negative feelings of fear or dread in regards to the markets and our collective financial future. But as of late it seems the majority of 2016’s fears and downturns are being overcome.

Photo Credit: Lisa Benson, Slate

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Topics: BREXIT, DOL Fiduciary Rule, Long Term Planning, Fed Rates

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