conomic Indicators Dashboard March 2014

Economic Indicators Dashboard – March 2014 update

For March, the Economic Indicators Dashboard is showing all indicators within historical typical ranges. Learn more about one key indicator: GDP growth.

Mar 20, 2014 Categories: Economic Insights
Women investors confidence compass

Female investors and the confidence conundrum

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.

Mar 18, 2014 Categories: The Art of Advising
Finance wordle

Markets in perspective: Strong returns across the board in February

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.

Mar 13, 2014 Categories: Portfolio Corner
1040 Form

See you in May, CPAs

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.

Mar 11, 2014 Categories: The Science of Advising
Consider This

Consider this: The potential benefits of bonds

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.

Mar 6, 2014 Categories: Portfolio Corner
Retirement nest egg

Do the math: Precision matters in retirement investing

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.

Mar 4, 2014 Categories: Portfolio Corner
Excerpt from page 23 of Representative Camp's bill to amend the Internal Revenue Code of 1986

Tax reform: Hard to write, harder to implement

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.

Feb 28, 2014 Categories: Portfolio Corner

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