Advisor Survey Results: The Most Challenging Client Type

Over the past few months, we asked advisors which type of client is the most challenging to work with, and the results are probably not too surprising: nearly one-third of advisors shared that the most challenging type of client is one who wants to beat the market. A little more than one-fourth of advisors shared that the most challenging client is one who cannot stick to a plan, followed by a little less than one-fourth[…]

Money Stress & Stress Management

Americans are stressed about money. The latest report from the American Psychological Association (APA) on stress finds that money is the most frequently reported stress factor, followed by work, the economy, family responsibilities, and personal health. The report indicates that 72% of Americans feel stressed about money some of the time, and over a quarter (26%) of Americans feel stressed about money most or all of the time. According to the study, the most frequently[…]

Income, Worry, & One More Question

“Not having enough money for retirement” was the most common financial concern for Americans according to a report from Gallup. Approximately 60% of Americans were very/moderately worried about money for retirement, followed by “not being able to pay for medical costs of a serious illness/accident” (55% very/moderately worried), and then by “not being able to maintain the standard of living you enjoy” (46% very/moderately worried). Approximately 50% of Americans are “very” or “moderately” worried about three or[…]