AdvisorToClient
Check List Archive

Checklist: REITs versus direct ownership

Here’s a list of pros and cons related to owning real estate directly and owning REITs as an alternative.

Checklist: 3 recommendations for young investors

There is a pro and a con to being a young investor. Here's how to handle them both.

Checklist: Peak earnings pitfalls

Are you in danger of squandering your peak earnings years? This quick checklist of common peak earnings pitfalls can help you answer that question.

Checklist: 9 things to consider when offering ETFs

Download this worksheet to use a reference when offering clients ETFs.