Advisors sometimes need to be gently reminded to look at the big picture when it comes to client finances—including debt and financing—both sides of the balance sheet.
Our analysis illustrates that adding between 2% and 10% in gold to a hypothetical US pension fund average portfolio over the past decade would have resulted in higher risk-adjusted returns.
A new survey by SmartAsset reveals that the most popular gift advisors plan to give clients this year are food or festive baskets, although many plan to opt for more personalized holiday gifts.
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