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Topic:
Client Services
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Regulation S-P Receives a Boost
The SEC’s recent amendments to Regulation S-P highlight the ongoing focus on data privacy and security. These changes directly impact how RIAs manage and protect client information. Here’s a breakdown of the key updates and what they mean for compliance efforts. Background on Regulation S-P Since 2000, Regulation S-P has required Registered Investment Advisers, Broker-Dealers,…
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The Best Homeowners Insurance Companies in Florida (2023)
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Evensky & Katz / Foldes
Expert Advice on Home Insurance in Florida
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Ultimate Guide to Wills and Why They Are Important
Expert Insight on Setting Up a Will
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The Emotional and Financial Aspects of Divorce: Navigating the Journey
Divorce can be one of life’s most devastating events and can trigger a grieving process similar to mourning a death. While the financial planning and legal aspects of divorce are crucial, the emotional side is often overlooked. For some, divorce may bring a sense of relief, especially if the marriage was unhappy or abusive. It…
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Mind Over Market: The market will provoke you, how will you respond?
Behavioral psychology has a huge impact on the average investor, often leading to moves that derail a solid, long-term financial plan. Cognitive biases like overconfidence and anchoring can make investors jump the gun based on half-baked info. Emotions like fear and greed can drive impulsive market reactions, causing panic-selling during downturns and overbuying during rallies.…
