Use this article to guide conversations with clients about bonds and if or where they fit in their portfolios as part of a diversified strategy to achieve their financial goals.

When the stock market gets rough, advisors should be talking with their clients. When you fly, the pilot makes announcements when the plane encounters rough air or turbulence. Passengers want to know ...

Most sales and marketing experts will say the secret to organic growth for a service business is having a clear understanding of who your ideal client is and what unique services you can offer to that ...

Now more than ever, law firms of all sizes are laser-focused on generating new business. While client acquisition is vital, sustainable growth also comes from within. Think stronger relationships, ...

In business relationships, strategic silence often proves more valuable than constant conversation. Learning when to listen rather than speak can transform client relationships and build lasting trust ...

As a financial adviser, it's easy to discuss investments with clients when markets are going up. It’s the discussions when the markets are selling off that can be intimidating — but they don’t have to ...

As the appeal of sustainable investing gains more steam with each passing day, financial advisers are starting to scramble to stay ahead of the curve both in terms of understanding the space and ...

Most Social Security experts assume that Congress will address the program’s financial problems sooner or later. But lately, later looks more likely. Unless Congress acts by 2035, the mismatch between ...

Talking to your clients about the upcoming election does not mean you should talk about politics or predict the outcome. It means talking to them about how the election might affect their finances.

Law school and year of graduation: University of Connecticut School of Law, 2006. How long have you been at the firm? 15 years! I was a summer associate at Wiggin and Dana, and then started working ...