Ending a relationship with a prior advisor can be difficult, but you can make the conversation much easier by preparing yourself with the appropriate things to say. Click here to see our template letter.

We’re always surprised when meeting a new family and we see how little international stock exposure appears in their investment portfolio. We’ve long been believers in true global diversification. In Jonathan Clements’ recent piece, he provides four simple reasons to believe in international investing.

After 15 years of Taking the long view, Matt has seen the small cumulative advantages of evidence-based investing add up to change clients’ lives. Watch this video to learn more: