New research by Russell Investments shows that a substantial portion of retirement income comes from investment growth that occurs during retirement. Are your clients’ portfolios appropriately positioned?
The data shows that predicting Presidents and political parties should not influence portfolio positioning.
Certain Social Security claiming loopholes were closed as part of the Bipartisan Budget Act of 2015. Use this as an opportunity to converse with clients about their Social Security options.
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.
Using interactive tools to help explain investment concepts and decisions can make client meetings more memorable and engaging – for advisors and clients alike.
Portfolio rebalancing can help keep investors within their risk comfort zone and on track toward achieving their financial goals. But sometimes, investors have a hard time seeing past short-term concerns to recognize the long-term value of rebalancing.
Use the latest Investor newsletter to help your clients balance their heart, mind and portfolio.