When a coaching client feels stuck, it’s often because familiar thought patterns keep pulling them back to the same conclusions and responses. Effective coaches know lasting change doesn’t come from ...

Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in credit-related topics, including credit reports and scores, loans and credit cards, and ...

Ideal service in the beauty industry is not limited to flawless technique or expensive materials. Above all, it is about the ...

Investor discomfort in handling financial issues is one of the most common reasons that they hire a financial advisor, according to recent research from our team. It’s not just about increasing ...

You and your clients will experience down markets. They might have had this experience already. It has been said that “the market climbs a wall of worry,” yet when things are going fine, there is the ...

A process-driven CFP who doubled his completion rate, a behavioral advisor who turns personal loss into client action.

Tax-loss harvesting with exchange-traded funds (ETFs) is a valuable tool that can benefit clients, potentially produce tax alpha (or increased after-tax returns), and support them through ...

Advisors are not psychotherapists, of course, but they are often in good positions to pick up on signs that their clients are deeply unhappy, anxious or even depressed. And if advisors miss those ...

According to the Department of Health and Human Services (HHS), 70% of adults over age 65 will require some form of paid or unpaid long-term health care support. And according to a recent Centers for ...

Over the 30 years she has been in the financial services business, Barbara Pietrangelo has grown up with many of her clients. “I wouldn’t say I started out looking to serve the senior market, but I’ve ...

In the past, I’ve likened a client’s view of a financial advisor to watching a duck swim across a pond. To the observer, it looks like the duck is effortlessly gliding across the water, but beneath ...

HIV is perhaps one of the most stigmatized chronic illnesses, due to its emergence at the intersection of sex negativity, purity culture, anti-Blackness, anti-queerness, ableism—particularly ableist ...