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Gaining Perspective

Oct 9, 2019

Yields have declined sharply over the course of the year. The 10-year yield has dropped about 100 basis points; the 30-year about 80 basis points; and short-term rates are down about 50 basis points. Can rates go any lower? How should advisors position their clients in this environment?


Oct 4, 2019

Our guest is Larry Swedroe. If you take the common 60/40 portfolio, with 60% in stocks and 40% in bonds, you find that approximately 90% of the risk – in terms of volatility – is in the stock portion of the portfolio. Risk parity addresses that incongruity, and uses an approach builds an asset allocation in terms of...


Oct 3, 2019

What holds advisors back from building the business they ideally want is not their environment or skill set. It is the “mindset.” Stephanie Bogan explains how advisors can overcome the obstacles that prevent them from building a thriving practice and leading a joyful and fulfilling personal life.


Oct 2, 2019

What should advisors do to protect their aging clients against fraud and abuse? How should advisors plan for client’s health care expenses? What factors can advisors change to better plan for long-term care costs? These and many other questions are answered by Carolyn McClanahan.


Oct 1, 2019

On July 30, on its front page, the Wall Street Journal reported that it had compared 72,000 profiles from the CFP Board’s “Let’s Make a Plan” website against FINRA broker-check complaints, including criminal and regulatory problems, and found that approximately 6,300 CFP profiles omitted those complaints....