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Portfolio Construction Insights
Core Portfolio Construction
This piece is approved to use with clients.
What four principles do investors need to consider when it comes to core construction? Matthew Bartolini shares.
Behavioral Finance
From Plan to Portfolio
Advisors integrating planning into their practices face new challenges. Of critical importance is the advisor’s ability to translate client needs into financial solutions and to communicate how those solutions meet their goals. Needs-based planning builds confidence in the advisor and helps clients avoid costly emotional decisions which can sabotage long-term results.