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Markets are roiling and stocks are off to their worst start to a New Year in history. With oil prices plunging and the Chinese stock market causing a global sell-off, clients may become increasingly agitated as they see their investment performance declining.

Concerned investors can easily lose track of the importance of maintaining a long-term outlook. We all know the damage a hasty response can wreak on an investment plan. The challenge for advisors is to keep anxious clients focused on their long-term goals while guiding them through the turbulent periods.

As an advisor, these challenging times can present unique opportunities. Now more than ever, clients will listen to you and heed your advice for diversification and prudent planning. Such times can provide you with the opportunity to help clients understand that market corrections, while unpleasant, are a natural and inevitable part of the market cycle.

And market downturns like the one we are currently...

Happy Holidays

Happy Holidays from your Trust Company of America marketing team!

Wishing you a successful year in 2013

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Five Often Missed Elements on Financial Advisor Websites

While the majority of advisors have a website,  there are some common elements that many tend to overlook. Although these elements may not seem very impactful, they contribute to making your site look tailored, comprehensive, and easy to use. As you read, start a mental checklist to...

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4 Brilliant Holiday Ideas for Financial Advisor Clients

Originally posted by Financial Social Media.

By: Amy McIlwain

It’s that time of year again! The holidays are just around...

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3 Easy Steps to Managing Forms

Sometimes it’s the little things that can cause the biggest headaches. The process of updating, maintaining, and tracking forms can be a major pain without an effective process in place. If your form process is currently ad-hoc, or worse, non-existent, consider putting a process in place to...

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