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Market Outlooks
It’s a big birthday for the bull market, and we see a successful quest for greater gains
This piece is approved to use with clients.
Happy birthday bull market! The longest running bull market in United States history hit a major milestone last week, turning 10 on March 9. It sure has been an interesting and exciting 10 years.
Business Development
Why finishing that client report may be more beneficial than your workout
Insights into the most meaningful coping strategies for stressed advisors.
Market Outlooks
Equity and fixed income return volatility
This piece is approved to use with clients.
People need no help picturing equity return volatility. Anyone invested in the equity market in the middle 2000s still likely feels the scars from the subprime mortgage crisis. Prior to that, there was the dot com burst of the early 2000s.
Business Development
Outsourcing may not reduce stress, but you may get more done!
A look at outsourcing through the lens of FlexShares Advisor Wellness study.
Market Outlooks
Bell bottoms we can dig. But a V bottom we can REALLY dig.
As we wait on the overdue return of bell bottoms to a position of fashion prominence, our attention turns to a more important, and potentially more timely, bottom – a V bottom in the stock market.
Business Development
Insights into Advisor Wellness: Stress and Satisfaction Are (still) Defining Factors
A look at the results of FlexShares research on advisor wellness. The paper reveals key stressors and the divergence of those stressors based on gender, age, marital status, firm types and services offered.
Business Development
Advisor Wellness in a changing world
Insights into new research from FlexShares Advisor Wellness study.
Children & College Savings
A Crash Course in Financial Maturity: 4 Lessons for Children Going off to College
Noreen Beaman, CEO of Brinker Capital, provides a list of financial lessons helpful for those going off to college for the first time.
Children & College Savings
Advisor Perspectives: Guiding Your Child to Financial Independence
This piece is approved to use with clients.
You can guide your child towards financial independence by imparting these valuable lessons.