Maximized Social Security benefits

What women want: Maximized Social Security benefits

Help your clients, men and women alike, understand that the decisions they make early in retirement about Social Security can have a major impact on the benefits they or their spouse will receive for many years to come.

Jun 23, 2016 Categories: Portfolio Corner
Three pillars

Why is the DOL doing this?

As the implications of the DOL’s fiduciary standards rule begins to sink in, many advisors are wondering “What motivated the DOL to do this?”

Jun 21, 2016 Categories: The Science of Advising
Federal Reserve

Fed rate decision: Steady as it goes. For now

Fed’s June decision to hold fund rate steady reflects patience due to a sharp drop in U.S. May jobs growth. September seen as next most likely date for rate hike.

Jun 16, 2016 Categories: Economic Insights
Economic Indicators Dashboard Featured

Economic Indicators Dashboard – May 2016 Update

With the U.S. economy continuing on its path of moderate growth and U.S. equity markets (Russell 3000® Index) posting their third straight month of positive returns in May 2016, the Economic Indicators Dashboard currently shows no warning signs.

Jun 14, 2016 Categories: Economic Insights
cio3 image

Markets in perspective – May 2016 in review

Global markets were generally flat in May 2016.

Jun 9, 2016 Categories: Economic Insights
Board meeting

What does your Client Advisory Board think about you?

A Client Advisory Board can be a win-win for clients and advisors when done well. Follow these steps to start a constructive feedback loop and potentially generate valuable client referrals.

Jun 7, 2016 Categories: The Art of Advising
2 reasons to favor Europe and Japan over the U.S.

The tide may be turning: 2 reasons to favor Europe and Japan over the U.S.

The U.S. stock market (Russell 3000® Index) has beaten many of its peers in the past 5 years ending March 2016. We believe the tide is turning.

Jun 2, 2016 Categories: Portfolio Corner
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