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Market Outlooks
Weekly Market Snapshot: August 16, 2019
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week. |
Market Outlooks
Weekly Market Compass: Beyond the yield curve - Other economic indicators to watch
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These metrics can provide a bigger picture of the US economy, but tariffs remain the ‘wild card’.
Market Outlooks
BMO International Insights - Crazy global environment merits cautious approach
The IMF believes the world has too much debt, trade wars are destabilizing and anti-growth, monetary policy has run its course and productivity growth remains comfortably below historic norms.
Market Outlooks
BMO US Equity Insights: Q2 2019 Disciplined Equities Market Update
U.S. equities posted gains during the second quarter, despite a steep sell-off in May due to mounting concerns over trade wars between the U.S. and China, coupled with the possibility of U.S. tariffs on Mexican imports.
Market Outlooks
Weekly Market Snapshot: August 9, 2019
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
Weekly Market Compass: The making of a classic suspense movie shows us that confidence can’t trump reality
This piece is approved to use with clients.
One of my all-time favorite movies is “Jaws,” an iconic American summer movie about a great white shark that terrorizes a seaside New England resort town. Maybe it’s because I like the musical score, or maybe it’s because I like hearing my last name interspersed throughout the movie (a particularly noteworthy line is “Hooper drives the boat, Chief”), but I can be found watching the movie at least several times each summer.
Market Outlooks
Weekly Market Snapshot: August 2, 2019
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Retirement
Creating more precision with life expectancy planning
As life expectancy numbers continue to increase, the need for more careful and more precise financial planning for retirement has increased with it. A startup called Genivity, one of the winners of BMO's 1871 FinTech partnership program in 2017, is helping financial advisors have better conversations with their clients by incorporating health history insights into the financial planning process.
Client Experience
Becoming a local thought leader with educational workshops
The educational workshop can be an effective marketing practice and a way to provide education to your local community, helping to grow your business by creating a loyal client base that views you as a leader in financial planning.
Behavioral Finance
Money mindset: Using behavioral economics to help investors succeed
Theory tells us that humans are generally rational beings and that they make decisions from an optimal perspective. This podcast discusses how the concept affects the investment decision-making process and how advisors can use a client’s biases to lead better conversations.
Retirement
To claim or not to claim? The Social Security question
Determining a Social Security strategy can be one of the most complicated processes that people across the U.S. face as they reach retirement. Learn the ins and outs of claiming Social Security and the role you can play in the process as a financial advisor.
Retirement
Health savings accounts: A strategic retirement tool?
With the cost of healthcare steadily rising across America, planning for this expense has become a focal point in many financial plans. Learn how investors and their advisors can turn to health savings accounts, and their tax benefits to address the specific cost in retirement.