Some of the president's tax plans likely will give nightmares to the clients of financial advisers.
Key is to be realistic when trying to get clients to save more for retirement.
Current slump in oil might mean clients with long-term horizons could consider adding the oil sector to their portfolios.
Advisers have reason to want a change in how congressional decisions affecting their businesses and clients' finances are made.
As stewards of clients' financial hopes and dreams, advisers must learn to recognize signs of Alzheimer's and formulate policies and procedures for dealing with clients who have trouble remembering and reasoning.
Companies must heed the gentle warnings being given to them by Finra and the SEC on complex investments.
