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The CFA Institute’s Bob Stammers argues that financial advice is ultimately about behavior change, which only a relationship of trust can foster.

A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are many benefits of a revocable living trust.

Most methods of determining how much, and what type, of life insurance a client needs are imperfect.

Dementia is a scary word with an often scarier reality. Understanding the experience of dementia, or as it is now clinically called Neurocognitive Disorder (NCD), can help shift our perspective.

Research Affiliates argues that the few investors who manage to select superstars will likely dump them before their worth is proven.

Most of us are no strangers to financial issues. You may have heard about the groundbreaking AP research from last year, which found that 4 out of 5 American adults are faced with economic insecurity at some point during their lives.

In 2001 journalist Katy Butler’s father suffered a stroke at the age of seventy-nine.

Robo-advisors have advantages that make them strong competitors to traditional advisors.

This past January, Brittany Maynard received a horrible and terrifying diagnosis. The 29-year-old newlywed was told she had a rare and advanced brain cancer known as a glioblastoma multiforme.

Most clients are guessing about how much Medicare will cover.