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.
If you’re trying to attract more millionaire clients, make sure you’re doing 3 key things right.
What’s the state of the U.S. economy? Check out the Economic Indicators Dashboard | How does your business compare to your peers? Calculate your Advisor Health Index | How have asset classes performed recently? Explore the Asset Class Dashboard
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?
The October Markets in Perspective reveals strategists’ expectations of market volatility when the Fed eventually raises interest rates.
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?
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.
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.