Archive

Author Archive for Sophie Gilbert


Sprouting plants

Reframe & refocus: Seeing the ‘good-side’ of market volatility

Help your clients recognize the silver lining of market volatility: The opportunity to invest more at a lower price and reap the potential rewards in retirement.

Apr 21, 2016 Categories: The Art of Advising
January 2015 Market Review

Markets in perspective – January 2016 in review

Against a backdrop of modest, but positive, economic growth in developed markets, the global equity market selloff in January appeared oversold driven by investor sentiment.

Feb 11, 2016 Categories: Economic Insights
Hiker sunset

Helping clients to keep their head out of the clouds

Leverage the latest Investor newsletter to help clients look past dubious market patterns and instead stick to their long-term investment plan.

Jan 5, 2016 Categories: The Art of Advising

Markets in perspective – November 2015 in review

The global economy continued to grind slowly forward in November 2015 as investors keep their eye on the Federal Reserve and its interest rate decision.

Dec 15, 2015 Categories: Economic Insights
Economic Indicators Dashboard Featured

Economic Indicators Dashboard – 3 indicators to watch before the next Fed meeting

The latest Economic Indicators Dashboard reading offers three hints of whether or not the Fed may raise interest rates during its next meeting in December.

Dec 1, 2015 Categories: Economic Insights
Coin jars

Jump on the bandwagon: National Save for Retirement Week

Use the National Save for Retirement Week as an excuse to have a planning conversation with your clients. Leverage our popular retirement blog posts for inspiration and tips for engaging clients.

Oct 20, 2015 Categories: Portfolio Corner

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
Millennials are the future.
Engage them now.

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