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Client Relationships
Ways Women Can Save and Build Wealth
This piece is approved to use with clients.
We’re covering women’s financial wellness. You’ll learn about real steps you can take to build wealth and save for retirement.
Macroeconomic & Geopolitical
Anatomy of a Recession: Economic and Market Views, August 2022
This piece is approved to use with clients.
Hear Investment Strategist, Jeff Schulze discuss how we’re at a crossroads where a recession or a soft landing could potentially happen.
Client Life Events
Women and wealth: Investing for each life stage
No matter where you are on your savings journey, watch and learn how investing may help you reach your financial goals throughout different life stages.
Macroeconomic & Geopolitical
Anatomy of a Recession Long View: Are we there yet?
This piece is approved to use with clients.
The current bear market is in its early stages with multiple compression driving losses so far. Where equities ultimately bottom will depend on how well the economy holds up and the trajectory of corporate earnings.
Client Experience
Creative Planning for Taxes and Distributions
Increase your expertise in tax and distribution planning. Manage multiple sources of income for optimal tax outcome. Take another look at Roth conversions, QCDs, and 529 plans. Consult with CPAs and other tax professionals.
Macroeconomic & Geopolitical
Anatomy of a Recession: Will the consumer bend or break?
This piece is approved to use with clients.
The labor market is a key area ClearBridge Investments are scrutinizing for signs that aggressive action by the Fed is dampening inflation.