Although there are many superficial reasons to be enthusiastic that strong market performance can continue, most positives are overstated and many risks are underappreciated. In fact, today's investment environment entails such a high degree of uncertainty that most investors would be best served by simply minimizing their worst case scenario.
How much can clients spend sustainably in retirement? This presentation provides an overview of Wade Pfau’s new book, How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, which focuses on sustainable spending from investments. He will explain the financial planning research on sustainable spending from investment portfolios in the face of a variety of retirement risks. You will also learn:
Wade will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.
How we’re positioning muni portfolios for turbulence – and the opportunities it may create.
To build lasting trust, it needs to be earned. Our survey of wealthy investors identified five steps advisors should take to strengthen client relationships.
This Strategic Insight discusses how to bolster tax revenue by increasing potential growth and productivity through tax and spending reform to enhance global competitiveness and increase fairness across taxpayers, thus turn fiscal deficits into surplus. Various guiding principles outlined suggest various proven ways to achieve these objectives.
Are high-quality businesses as overvalued as the broader markets and will that bode ill for our future investment returns?
The widespread indifference to risk in the markets strongly suggests something is wrong. That something is “bad promises” and it has significant and widespread implications for investors.
Three years to save Earth according to a group of United Nations scientists. Can 150 years of planetary abuse undo over four billion years of evolution? As the Earth breathes even climate neutralists concede probability may be at least a 51/49 percent proposition.
K2 Advisors seeks to add value through active portfolio management, tactical allocation and diversification across four main hedge strategies: long/short equity, relative value, global macro and event driven. In their fourth-quarter (Q4) 2017 outlook, K2 Advisors’ Research and Portfolio Construction teams share the key market events they have an eye on.
With growing client expectations and very a competitive marketplace, financial advisors must continue to seek more and better ways to differentiate themselves, i.e., “beyond better sameness.”