Will 2018 find you attending industry conferences? Will you be ready? 

I know you know what AUM, basis points, and ROI mean. You even know how to define ROI, P/E, yield curve, duration, and EBITA.

Market uncertainty and a bizarre presidential administration have made some financial advisors, and their clients, a bit anxious. Here are what some mutual fund companies are doing to help alleviate some of that anxiety.

Marketing managers can spend hours on fact sheets, data and charts for you to use in client meetings. But should they?

I think of PR and marketing the same way as I do a jigsaw puzzle: no one piece will make it whole.

We are living in uncertain times. We've got a new administration, multiple natural disasters in a short time, and tensions are high on the issue of guns in our country.

September is historically the worst month for the stock market. Will the same be true for 2017?

Historically, the month of September is known for poor stock performance.

Financial advisors aren't typically lacking for access to information - in fact, it's the exact opposite. There is so much information available but so little time to review all of it.

The Department of Labor's fiduciary rule had a "soft opening" on June 9, 2017. The full implementation of the DOL rule had been set for January 1, 2018, but will now be delayed until July 2019.

The political landscape today is fraught with turbulence. It seems like almost daily we're scratching our heads at current events. We've said it before and we're saying it again-refrain from discussing politics during your media interview!