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.
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?”
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.
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.
Global markets were generally flat in May 2016.
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.
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.