Blog | Revolutionizing Wealth Management

Marketing Advisors

Nine Questions You Must Ask A Potential Financial Planner

Clients should interview potential financial planners exceptionally critically. Similar to choosing a doctor to entrust with your physical health, with financial planners, you are choosing who you should entrust with…

AdvicePeriodSeptember 9, 2020

Investing

How to Raise Financially Responsible Children

Teaching our children financial responsibility should be one of our top priorities as parents. Fortunately or unfortunately, financial know-how is a skill that, when honed, can give your children a…

AdvicePeriodSeptember 9, 2020

Fiduciary Advisors Investing Estate Planning

Cover Your Financial Planning Now Before It’s Too Late

The Current Regime. As a result of the Tax Cuts and Jobs Act of 2017, the federal estate and gift tax exemption is the highest it has ever been. Under…

AdvicePeriodAugust 6, 2020

Advisors

Top 8 Traits of Our Successful Financial Advisors

With today’s technology, some may say it’s easy to be a “financial advisor.” There are tools that almost completely commoditize investing. Little do clients know that with tools like Betterment,…

AdvicePeriodJune 29, 2020

Advisors

5 “Easy” Prospecting Techniques Financial Advisors Can Implement Today

You don’t have to be a typical salesman or saleswoman to be successful at prospecting as a financial advisor. There is an art and science to it, however, and you…

AdvicePeriodJune 23, 2020

News Investing

Preparing for the Next Market Crash

It’s the scenario investors dread: The stock market plummets and along with it, the value of their accounts. Panic ensues as investors demand their advisors sell out of the market…

AdvicePeriodAugust 24, 2018

News

AdvicePeriod Expands to Mid-Atlantic with Justin Fulton, JD, CFP®

AdvicePeriod, is pleased to announce the addition of Justin Fulton, JD, CFP®, as Partner Advisor. Fulton will open a new office in Virginia Beach, Virginia, further expanding the firm’s national…

AdvicePeriodMarch 13, 2018

Investor Behavior

Lean In 2018

Dear Friends, While you might reasonably assume from the subject of this message that I am speaking of my perennial weight loss resolution, the suggestion may be more significant to…

Steve LockshinDecember 31, 2017

Estate Planning

Tax Strategies to Consider by Year End

It is said that the only things certain in life are death and taxes. Unless, of course, you are talking about the sweeping tax reform legislation set to become law…

AdvicePeriodDecember 20, 2017

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