◀ The Principal Blog

Spread Turbulence on the Flight to Quality



A lackluster 2015 (and to date tumultuous 2016) in the stock market has the defined benefit (DB) world on high alert. Plan sponsors and advisors sit transfixed like overworked air traffic controllers at their monitors, charting allocation vectors amid a screen filled with flashing warning lights. …

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Financial Advisors, Where are you on Social Media Adoption?



If there’s one thing you need to know about me, it’s that I’m passionate about social media and, specifically, about using it to market your business. I believe social media offers a lot of opportunities for minimal time and cost. So, I’m often perplexed when I hear that financial…

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