3 strategies to help win new millionaire clients

black chess pieces

If you’re trying to attract more millionaire clients, make sure you’re doing 3 key things right.

November 24, 2015 Categories: The Art of Advising

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Emerging markets compass

Emerging markets are predictably unpredictable

Emerging market performance this year has been challenging overall, yet similar periods in the past were followed by strong rebounds. While it’s anyone’s best guess if that will occur again, it would be a shame for investors with appropriate risk tolerance to miss out on the potential upside.

Nov 19, 2015 Categories: Portfolio Corner

The power of growth after retirement: 15/35/50 Russell’s retirement lifestyle rule

New research by Russell Investments shows that a substantial portion of retirement income comes from investment growth that occurs during retirement. Are your clients’ portfolios appropriately positioned?

Nov 17, 2015 Categories: Portfolio Corner
October 2015 Markets in Perspective

Markets in perspective – October 2015 in review

The October Markets in Perspective reveals strategists’ expectations of market volatility when the Fed eventually raises interest rates.

Nov 12, 2015 Categories: Economic Insights
Taxes piggy bank

2015 capital gain distributions: Start the conversation before tax bills arrive

As the year comes to a close, are you and your clients prepared for the 2015 capital gain distributions that many mutual funds may pay out before year-end?

Nov 10, 2015 Categories: Portfolio Corner
social security card

Thinking beyond Social Security: Congress creates opportunity for advisors

Certain Social Security claiming loopholes were closed as part of the Bipartisan Budget Act of 2015. Use this as an opportunity to converse with clients about their Social Security options.

Nov 5, 2015 Categories: Portfolio Corner

Investors seeking yield may take on unexpected risk

The low interest rate environment has caused some investors to take on more risk than usual in an effort to find yield. The results of this strategy have been painful in 2015.

Nov 3, 2015 Categories: Portfolio Corner

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