◀ The Principal Blog

Posts from the ‘Retail Investors’ category

Is Jargon Getting in Your Way?



Think about the conversations you have with your current and prospective clients. They may nod, smile, and comment at the right times, but do they really understand everything you’re saying? We’re not talking about smarts. Your clients are bright and successful folks. It’s up to the financial…

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Kids and Money: The Real Value of that Allowance



It’s a right of early-childhood passage. To most people, kids and allowances go together like fireworks and the Fourth of July. The most-cited reason is to teach children how to manage money. But is an allowance the best way to teach children to spend and save wisely? Well, that depends.

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