Portfolio | Page 11 of 11

Save a client from bad advice

Netanya knows a lot of people lost money in 2008, but thinks her advisor did a poor job by losing more than half her money.

By Dean DiSpalatro |February 7, 2014

4 min read

Market Insights

How to structure drawdown portfolios

Your boomer clients are retiring, so they’re going to be spending the money in their portfolios. Most clients need to stay invested—and do well—if they’re to meet retirement spending targets. But some can’t handle the risk needed to fund all their lifestyle goals. You’ll be the one who delivers this news. Here are some strategies for making the message click.

By Dean DiSpalatro |February 7, 2014

5 min read