solutions that work

Over the past several months a family has been reporting their exploits on social media from various countries in the Far East. In their early forties, they have embarked with their young son on an ambitious year-long round the world adventure.  The typical reaction to their posts echos findings from Schwab’s 2019 Modern Wealth Survey under the

A call to action is arguably the most essential element of any communication (from your website to videos to emails), yet it’s often overlooked. For every engagement you have with a recipient, providing clear guidance on what they should do next can significantly improve response rates and help you build relationships. Here are three best

Say the words, that’s a perfect beach read to someone (hopefully someone who enjoys reading!), and it immediately conjures up a specific feeling. Or as an article from way back in 2010 in The New Yorker states, “Is there a more backhanded compliment than calling a book “a good beach read?” The article then moves on to

Wednesday, July 17th is #WorldEmojiDay. This is a real thing. It’s a holiday created by Emojipedia, also a real thing. Only a few minutes of research will get you to the list of the most popular emojis and not surprisingly, number one is the red heart and number two the face with tears of joy. The Emoji Report by

Summer used to mean down time in wealth management with many clients on vacation. However, nowadays even when clients travel, they remain one click away with their smart phones in hand. Below are some typical wealth planning issues that occur during the summer months: Travel inspired expenses. Many high-net-worth clients consider major purchases while on

SmartAsset is another player in the holistic online “advice” and information market. Co-founder and CEO Michael Carvin states that the mission of the company “is to help people make the best personal financial decisions and to build the web’s best resource for personal decision-making.” SmartAsset originally launched as a “buy versus rent” analysis tool, allowing

An annual research study released by Putnam Investments in April 2019 reports that financial advisors are rapidly gaining new clients from social media. Of the 1,021 financial advisors surveyed, 92% said that social media helped them gain new clients in 2018, versus 49% in 2013.  In addition to gaining new clients, there are other advantages

The trend toward offering more holistic solutions continues to accelerate among leading wealth managers. Two recent developments that add traditional banking services to wealth offerings are worthy of mention: ○ The addition last month of the Cash Account to Wealthfront’s investment offering ○ The announcement last week by Carson Group of its partnership with fintech