Search results for: ballou

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COVID-19 prompted some of this advisor’s clients to consider retiring sooner; she showed them they could.

Advisors can help them gain confidence and overcome their "bag lady" fears. (By Lynn Ballou)

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College Planning

Families question options for higher learning as protests over the Israel-Hamas war escalate.

Real Estate

Parents may think they’re doing them a big favor, but everyone may lose if it’s not thought through carefully. (By Jim CIprich)

Economic/Market Outlook

The multipurpose role of fixed income funds in retirement security. (DoubleLine)

Toolbox

These common marketing errors could cause reputational damage and liability and regulatory risk. (By Jeffrey Briskin)

The ranks of financial advisors surpassed 1 million in 2023, according to the Investment Adviser Industry Snapshot.