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March 1, 2013
Risks Associated with the Investor Who Develops Alzheimer's Disease

For someone with Alzheimer's disease, one of the first skills to decline is the high-level function required to accomplish financial tasks such as paying bills, balancing a checkbook or reading a brokerage statement. Unfortunately, the number of Americans with Alzheimer's disease is expected to nearly triple by 2050. This epidemic will put even more pressure […]

February 7, 2012
Alzheimer's Clients can Pose Legal Risks to Financial Advisers

In a February 4th., 2012, article by Andew Osterland in InvestmentNews.com, he writes that it's not an easy conversation to have, but financial advisers need to talk to their clients about Alzheimer's disease and other forms of dementia and the impact it can have on their financial circumstances. “The first conversation is difficult, but after […]

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