Advisor to Client

Planner: FAQ about the snowbird life Fallback Image Decorative pattern

Financial Planning

Planner: FAQ about the snowbird life

Here are some frequently asked question about the snowbird life.

January 2, 2015

4 min read

Presentation: Buying U.S. vacation property Fallback Image Decorative pattern

Financial Planning

Presentation: Buying U.S. vacation property

To make it easier to prepare materials for clients, we’ve developed these slide selections on the topic of buying a U.S. vacation property.

January 2, 2015

3 min read

Client Email – What you need to know about becoming a snowbird Fallback Image Decorative pattern

Financial Planning

Client Email – What you need to know about becoming a snowbird

Here’s some sample wording you can use in a client email aimed at starting the discussion about snowbirding.

January 2, 2015

2 min read

Don’t overlook global bonds Fallback Image Decorative pattern

Investing

Don’t overlook global bonds

Interest rates have dropped across the globe, but you can still find attractive bond yields.

By Sarah Cunningham-Scharf |December 23, 2014

1 min read