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Macroeconomic & Geopolitical
Uncertainty Increases
In this Allocation Views, our Franklin Templeton Investment Solutions team consider whether the energy price shocks, and supply-chain disruptions may continue to slow the process of inflation normalization.
Macroeconomic & Geopolitical
What Is SWIFT and Why Does It Matter?
This piece is approved to use with clients.
What is SWIFT, why is cutting off Russia from the system considered the financial “nuclear option,” and what are the potential outcomes of this action
Client Life Events
Invested in Connecting Women: How Community Builds Confidence
This piece is approved to use with clients.
In this episode of Invested in Connecting Women, host Olivia Hails welcomes Emily Lassiter – co-creator of The Wealth Edit – back for a conversation about how her own unexpected crisis led her to build a community dedicated to helping women achieve financial independence.
Regulatory Education
2022 Financial Planning Limits and Tax Rate Schedules
Curated content for RIAs.
Addressing the complexities of financial planning can be difficult.To help, Janus Henderson has created a guide to assist with: 2022 Tax Rate Schedules Comprehensive Income Tax Exemptions and Deductions Social Security Planning Coverage and Limits Medicare, Health Care and Retirement Plan Limits Estate and Gift Tax Planning Amounts Education Credits and Deductions Investment Planning
Goals/Needs-Based Investing
Stress Eating Hamburger Helper, and Other Strategies for Coping with Inflation
Curated content for RIAs.
Rising prices can cause a lot of anxiety, particularly for younger investors who may be experiencing significant inflation for the first time. Retirement Director Ben Rizzuto outlines simple steps to help ease the stress and stretch your dollar amid this hopefully temporary inflation spike.
Client Relationships
[Replay] Changing Faces of Wealth
The “Great Wealth Transfer” is underway, with $68 trillion set to pass from older generations to their heirs. Those inheriting constitute a generation much more diverse than the previous, and their principles and priorities tend to differ from the givers.