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Advisor Value & Fees
The power of designations
CFP, CPA, CLU, ChFC, RICP. You likely know what these designations are, but do your clients? And how important are these designations when prospective clients choose a financial advisor? Mike McGlothlin from the Society of Financial Service Professionals joins the podcast to discuss how designations act as a reinvestment in yourself and can provide outward credibility for your practice.
Children & College Savings
College: the new 'debt sentence'
This piece is approved to use with clients.
At nearly $1.6 trillion, student debt is double the size of the Defense budget and is second only to mortgages on the list of the largest household liabilities.
Sustainable Investing
ESG shopping? Do your homework
A scarcity of disclosures is creating an information vacuum for ESG investors who rely only on off-the-shelf ratings.
Fixed Income Insights
Did the Fed just go Minority Report?
We believe the Fed is taking a risk — one we hope works — in shifting from reactive to preemptive monetary policy. It was not that long ago that the Fed was more forthright about the uncertainty inherent in economic forecasting as Chairman Powell used the analogy of walking into a dark room and slowing down to avoid furniture as an analogy for the Fed’s situation. Today, they seem more certain that they know the future and aim to alter it.
Market Outlooks
'Ain't no shame in a pushy broad'
There's been a violent shift from momentum to value. Will it continue?
Fixed Income Insights
Isn't that what you're supposed to do?
This piece is approved to use with clients.
Bond yields have reversed much of the August decline. The reasons are many.
Market Outlooks
'Step away from the television'
Brainwashed investors think things are really bad. That may be good for stocks.
Market Outlooks
Weekly Market Snapshot: September 6, 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.
Goals/Needs-Based Investing
Risk management: Life insurance
Talking about life insurance as part of a financial plan isn’t always easy, but it is important. What steps can you take to ensure these difficult conversations make it into your client’s financial plan?
Client Life Events
Millennials are just getting started
Millennials' biggest impact on consumption and housing will come in the years ahead.
Market Outlooks
Free college comes at a price
Politicized proposals calling for it don't make the grade.
Investing Ideas
What is ELB?
As global market rates move closer to zero, policymakers confront what "effective lower bound'' is for the Fed's benchmark rate.