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Policy and Regulatory Commentary
Politics and the Olympics
The summer Olympics in Tokyo start this Friday, July 23 with a live, televised opening ceremony. As NBC said, this event “will be the first major global gathering since the worldwide pandemic began last year.”
Client Relationships
Carl Richards: Defining Advice, Defending “the PLAN” , Imposter Syndrome and everything in between!
In this episode, the NYT’s “Sketch Guy “ shares his best advice for those providing advice, why our industry needs to stop selling certainty, how to reposition financial advice to your current and future clients and where creative thinking fits into an advisor’s workflow.
Policy and Regulatory Commentary
A Fourth of July State of the Union
How is our economy doing? How are voters feeling? And, perhaps most importantly after a pandemic year, are we ready to celebrate?
Policy and Regulatory Commentary
Is Bipartisanship A Myth?
“I have made it very clear ... we’re going to make this work in a bipartisan way.” That was Sen. Joe Manchin (D-W.Va.) back in February when Congress was trying to pass President Joe Biden’s COVID-19 relief legislation.
Goals/Needs-Based Investing
[Infographic] - Trailing vs Rolling Returns
This piece is approved to use with clients.
Understanding different ways to look at portfolio returns can help investors select more consistent investment strategies.
Goals/Needs-Based Investing
[Infographic] - Arm Your Portfolio
How to mitigate the risk of large losses during unforeseen market events.
Alternative Investments
What is a Hedged Equity?
This piece is approved to use with clients.
Simple, straight-forward explanation of a fast-growing sub-category of investment strategies.
Goals/Needs-Based Investing
What is a Risk Budget?
Three Keys to Investor-Centric Portfolio Construction.