by
Evan Simonoff
Two months into this surreal pandemic era, probably America’s biggest crisis since World War II, it’s worth recalling the words of Winston Churchill after the U.S...
by
Evan Simonoff
None of us really know exactly what the world will look like when the coronavirus pandemic ends, but the outlines already are starting to take shape.
by
Evan Simonoff
In what many have called the era of disruption, the virus is a disruptive event like none other.
by
Evan Simonoff
Few subjects generate endless obsessions among financial professionals to the degree that volatility does.
by
Evan Simonoff
The year 2020 has barely begun and already it’s off to a wild start.
by
Dorothy Hinchcliff
One of the most difficult problems a financial advisor may confront with clients is how to address excessive spending on adult children.
by
Evan Simonoff
With about one month left in 2019, it might be dangerous to hazard a view as to how 2019 turned out.
by
Evan Simonoff
The CFP Board and the FPA have different legal structures, but that wouldn’t be insurmountable if the two groups agreed on a shared purpose.
by
Evan Simonoff
There are several ways to look at the financial planning profession since it was conceived 50 years ago.
by
Evan Simonoff
As fears of a global slowdown spread in August, good news suddenly became hard to find.
by
Dorothy Hinchcliff
August is a popular month for vacations, and I hope you are getting some R&R.
by
Evan Simonoff
Rarely a Monday goes by when our editorial staff doesn’t receive several announcements of mergers and acquisitions in the RIA universe.
by
Evan Simonoff
The late John Bogle is rightly revered for many reasons. But one piece of advice that I suspect most advisors would choose to discard is his suggested asset allocation for retirees.
by
Evan Simonoff
The current generation of young financial advisors isn’t waiting for tomorrow’s clients to accumulate the type of investment asset base that meets the minimums of many large RIA firms.
by
Evan Simonoff
Be careful what you ask for, you just might get it.
by
Evan Simonoff
For the better part of three decades, the model of charging clients an annual fee based on assets under management (AUM) has provided a powerful foundation for the emergence of the RIA profession.
by
Evan Simonoff
In any business, there are people who are innovators and a few who even qualify as visionaries.
by
Evan Simonoff
If this were the greatest economy in the history of the world, it could handle a few interest rate hikes.
by
Evan Simonoff
As the economy has moved from the industrial era
to the age of knowledge, growth stocks have
trounced their value counterparts.
by
Evan Simonoff
Only 29% of people surveyed by Age Wave
want a traditional retirement, whereas most
prefer some form of flextime.
