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Macroeconomic & Geopolitical
An End to the Build Back Better Saga?
This piece is approved to use with clients.
After more than a year of intraparty negotiations, Democrats are on the cusp of enacting the Inflation Reduction Act.
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.
Retirement
Client Presentation: Social Security - Get What's Yours
This piece is approved to use with clients.
Talk to clients about how they could get the most out of their Social Security benefit.
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.