Investor Newsletter 2015

Your younger clients may be worth more than you (and they) realize

Weighing the economic value of working with Millennials? Don’t forget that a Millennial’s human capital likely makes them worth more than their latest account statements suggest.

Jun 9, 2015 Categories: The Science of Advising
3 myths

3 Myths of retirement investing

Don’t let clients in or near retirement buy into these investment myths, potentially eroding their financial security. There’s no “magic number,” capacity to bear market risk is important, and cash flows can be structured responsibly.

Jun 4, 2015 Categories: Portfolio Corner
Easter basket

Diversification – now may not be the time to abandon it

Don’t let your clients fall under the influence of home country bias and recency effect when they’re evaluating their non-U.S. allocations.

Jun 2, 2015 Categories: Portfolio Corner
backcountry skiers

Interesting times for interest rates

Interest rates have moved in the opposite direction of what most economists have predicted since early 2014. That should serve as a warning to investors not to reposition their portfolios based on interest rate calls. The latest edition of Russell’s Consider this publication can help reinforce that message with your clients.

May 28, 2015 Categories: Portfolio Corner
Financial advisors social media

5 ways financial advisors can put social media to work

Your clients are using social media. Are you? Here are 5 tips for getting started – so that your social strategy pays off.

May 26, 2015 Categories: The Art of Advising
October 2014 Economic Indicators

Economic Indicators Dashboard – April 2015 update

Let’s take a closer look at a few of the indicators on the May 2015 Economic Indicators Dashboard and decipher what they may mean to the macro environment.

May 21, 2015 Categories: Economic Insights

Gaining perspective on recent active manager equity performance

Recent active manager performance may well be testing your – and your clients’ – patience. Here are some reasons why it shouldn’t shake your faith in active management, though.

May 19, 2015 Categories: Portfolio Corner

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