For March, the Economic Indicators Dashboard is showing all indicators within historical typical ranges. Learn more about one key indicator: GDP growth.
Female investors are participating more in financial decision-making, but many are not participating confidently. Help your female clients to be knowledgeable, confident and fully engaged in the financial planning process.
Equity returns came back to their winning ways in February, compared to their performance just one month earlier. Historical equity-diversifying asset classes – bonds and real assets – also posted positive returns for the month. All of this likely helped many balanced investors make back some of their losses from January 2014.
Tax season is upon us, bringing you an opportunity to reach out to CPAs and get on their calendar in May to discuss tax-aware investment strategies that can potentially help them and their clients reduce future tax bills and retain more after-tax wealth.
Some investors continue to question the benefit of holding bonds in their portfolios. Provide clients with a bit of historical perspective to help them understand the important role that fixed income exposure can play.
When it comes to retirement planning, the devil is often in the details. That’s what makes rules of thumb so attractive – but also limiting. We believe calculating an investor’s funded ratio strikes the right balance.
The recent tax reform proposal has generated a lot of conversation. While the plan will likely never reach a vote, it may provide insight into future tax code reforms.