What Wealth Advisors Should Say To Clients Now

With a dip of more than 11% in the S&P 500 since July 20 and continued volatility, what can advisors say to jittery clients?

For long term investors, nothing applies a calming salve better than a discussion about dividends.

Remember, during almost any 10-year period, approximately 40% of the total return from the SPY came from dividends.

Given this, a swoon in asset prices is concerning, but if dividends remain viable, there’s much, much less for investors to fret over. In fact, there are significant profits to be earned from dividends in a correction. read more

Volatility is the Real Price of Income

This article was written with Steve Cordasco, of Cordasco financial network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Why You Should Buy Bonds, Especially If Obama Wins

This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

The Neo-Classical Retirement Portfolio

This article was written with Steve Cordasco, of Cordasco financial network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Trust & Estate Planning Basics

As wealth management continues to evolve, greater emphasis is placed on a wider range of related disciplines. I was hired by SEI Investments to help craft a series of plain-spoken, short monographs on discreet topics in estate planning which ranged from medical directives to selecting a guardian for your children.

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