Karen DeMasters Features Leslie Thompson in an Article on How Advisors Can Help Clients Dealing with Dementia.
Karen DeMasters features Leslie Thompson, managing principal of Spectrum Management Group, in an article on how advisors can help clients dealing with dementia. Thompson notes that the client and advisor should agree ahead of time who the advisor can reach out to and what she is allowed to discuss.
Leslie Thompson Discusses Managing Family Finances While Taking Care of an Elderly Parent with Ryan Derousseau of U.S. News & World Report.
Leslie Thompson, managing principal of Spectrum Management Group, is featured in an article by Ryan Derousseau of U.S. News & World Report about managing family finances while taking care of an elderly parent. "It can be a really touchy conversation. For some families, talking about financial matters is pretty taboo," says Thompson, who advises clients on the best way for adult children to gauge their aging parents’ financial security.
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Luzi-Ann Javier of Bloomberg Features Bob Phillips in a Piece on How the U.S. Labor Market is Affecting the Gold Market.
Luzi-Ann Javier of Bloomberg features Bob Phillips, managing principal of Spectrum Management Group, in a piece on how the U.S. labor market is affecting the gold market. "You’ve got England, Europe and Japan all expanding their monetary easing by printing money. I think gold prices will probably continue to move higher," says Phillips.
Leslie Thompson Discusses Fees for Extra Services Provided with Karen DeMasters of Financial Advisor
Karen DeMasters features Leslie Thompson, managing principal of Spectrum Management Group, in an article on whether financial advisors should charge clients for the extra services they provide. "We do not adjust the fee schedule for that extra time. Even without any cognitive decline in clients, things can come up that take extra time. Only if we start adding more services, such as bill paying, do we charge extra," says Thompson.
Leslie Thompson Discusses the Knowledge She Has Gained by Being a Certified Divorce Financial Analyst with Donald Jay Korn of Financial Planning.
Donald Jay Korn of Financial Planning features insight from Leslie Thompson, managing principal of Spectrum Management Group, on how an additional designation can help boost a practice. Thompson discusses how the knowledge she has gained by being a Certified Divorce Financial Analyst has helped her have better discussions with clients facing divorce. "Besides running scenarios to evaluate options for dividing assets tax efficiently, I also evaluate cash flows," Thompson says.
U.S. News & World Report
Bob Phillips, managing principal of Spectrum Management Group, contributes to The Smarter Investor blog on U.S. News & World Report to discuss dividend-paying stocks. Phillips notes the importance of checking your dividend-paying stocks to make sure they have a margin of safety and points to the cash flow stress test as a helpful indicator.
Jennet Chin quotes Bob Phillips, managing principal of Spectrum Management Group, in a piece on the stock market. "We believe the market is resuming an uptrend, but valuations could limit the upside. The return to near-record highs in the S&P 500 has pushed valuations back to the upper end of their historical range," says Phillips.
Gearing up for earnings
Earnings season is less than a week away. What can investors expect? With Rich Weiss, American Century Investments, and Bob Phillips, Spectrum Management.