We are excited that Richard P. Slaughter Associates has partnered with Worth magazine to provide articles for the bi-monthly publication. Slaughter Associates has long focused on sharing our knowledge and educating our clients, potential clients and partners, so this opportunity was a natural fit for us.

What are the best strategies for managing volatility?

All investments experience volatility. And whether changes in value occur slow or fast, one thing you can be certain of is that volatility is difficult to predict. Still there are methods to manage these shifts when properly planned. In this issue of Worth Magazine, Brooks Slaughter addresses planning strategies to maximize returns even while living through uncertainty.

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What added value should you expect from your financial advisor?

After more than two dozen years of experience serving families and businesses with uniquely complex wealth situations, we can state with high confidence that what most wealthy people should look for from their advisor is a trusting relationship.

In this quarter’s issue of Worth Magazine, Bob Tabor discusses the added value of trust and how it can cost you when trust is not present.

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What are the most important planning considerations for single people?

A well-constructed financial plan is essential regardless of one’s relationship status. However, navigating life as a single person is different than it is for couples and requires different areas of focus in financial planning.

In this quarter’s issue of Worth Magazine, Amy Kothmann defines four key areas that single individuals should pay close attention to during their wealth planning process.

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Do you have plans in place to manage cognitive decline?

While cognitive decline is a broad phrase, it is very important to recognize any symptoms – such as making poor financial decisions or falling victim to financial fraud. In fact, declining ability to make or understand financial decisions is often one of the first recognizable signs that something is wrong.

It’s not an easy assignment but creating a plan today could alleviate even greater headaches in the future. Here are some of the steps we recommend you take.

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How do you create a business that achieves high client retention rates and profitability?

When my father started Richard P. Slaughter Associates in 1991, he felt strongly that delivering wealth-management advice and services in an environment of integrity and graciousness would ensure long-lasting success. Over the years, we’ve discovered several business practices along these same principles that generate the kind of employee buy-in necessary to achieve this kind of success.

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How can you avoid the pitfalls of multiple financial strategies?

As your wealth grows, effectively managing your assets can become more complex, requiring expertise in a multitude of areas, including investment, insurance, tax and estate services. And while it is beneficial to have independent, trusted professionals, it is crucial that these professionals work as a team, with a shared understanding of the goals of the client.

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