Equity markets this year have sent a strong message to investors: Investing for any one market environment successfully requires a crystal ball. If you haven’t got one, consider spreading your bets.
Leverage the latest Investor newsletter to help clients look past dubious market patterns and instead stick to their long-term investment plan.
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.
Risk can be good or bad, it essentially means we don’t know what’s going to happen in the future.
Give clients a more realistic view of their financial future, teaching them about the pitfalls of adhering to the well-known Rule of 72 for long-term investment planning. Specifically, educate them about how powerfully inflation can eat away at the purchasing power of their nest egg.
Advisors can add even more value when looking beyond investments to tax aware planning.
Is a sustained rise in the equity market a reason to head for the exits?