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What Would Bogle Say About Today's Markets?

Added on May 2020 in Thought Leadership
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SummaryHow would Jack Bogle, one of the great disruptors in the financial industry and founder of the Vanguard Group, respond to investors’ fears about the volatility in the current market?

Communicating what's really important

Added on May 2020 in Manage Your Practice
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Summary: Jittery investors in volatile times are nothing new. Bear markets and recessions are fairly frequent guests on the investment landscape. But when you throw in a pandemic, and school and college closures, and sheltering in place and everyone working remotely — let alone shortages of basic supplies like paper towels and toilet paper! — you have something that is quite certainly not business as usual.

Are Financial Advisors Overlooking The Obvious?

Added on May 2020 in Manage Your Practice
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Summary: Advisers are racing to use new technologies and modify engagement & busines processes, and that is totally understandable.  But there is a real risk of losing sight of the essentials and overlooking some basics.

This Is the Surprising Legacy COVID Will Leave

Added on May 2020 in Plan for the Future
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Summary: The 2010 Olympic Winter Games in Vancouver left the Sea-to-Sky highway from Vancouver to Whistler along with many other game’s venues which stand ten years later and will likely be a reminder decades from now of the one-in-a-lifetime experience some of us witnessed.

How an Ex-Cop Turned Advisor Takes Care of First Responders' Finances

Added on May 2020 in Thought Leadership
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Summary: Working super-high risk jobs, first responder police officers and firefighters are a fearless lot, to be sure. But in the coronavirus pandemic and accompanying financial mayhem, who is providing these courageous front-line employees with support and assurance for their own needs, especially about their hard-earned retirement savings?

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