Clients face not only funding longer retirements, but also more demands on their finances that can lead to an under-funded retirement.
Living longer means longer retirement, which means clients may need to reassess their views on risk to meet financial needs.
We’re unpacking the old adage to help understand how tax reform is priced into the stock and bond markets. Dr. Brian Jacobsen provides answers.
Dr. Brian Jacobsen discusses how macro factors drive returns.
Todd Crawley and Jon Lagerstedt talk about ideas to keep serving your clients in the event disaster strikes.
Todd Crawley shares his experience preparing for and picking up after Hurricane Irma and lessons advisors can take away to help their clients prepare for disaster.
Investing for income entails two forms of decision-making, asset allocation and asset location. Dr. Brian Jacobsen explains.
This week we’re talking about how to help clients view active and passive investment strategies differently and how they can work together.
The Wells Fargo Investment Institute report, Seeing Wealth Differently Across Generations (pdf), yielded interesting results. Jon Lagerstedt and Todd Crawley discuss the findings.