How to Talk to Clients About Annuities
With Americans living longer and deferring retirement for lots of reasons, the retirement planning landscape is changing. Employers are not offering pensions, and the age to maximize Social Security benefits is increasing. All these factors make planning for retirement income crucial. I explore this in depth with Matt DiGangi.
The Ten Best Articles You Probably Missed
Great articles don’t always get the readership they deserve. We’ve posted the 10 most-widely read investment and planning articles for the past year here and the top practice management articles here. Below are another 10 that you might have missed, but I believe merit reading.
Gundlach: Deficits, Recessions, Unemployment and the Impending Crisis
The federal deficit is already high at 6% of GDP. But if a recession hits – as Jeffrey Gundlach fears will happen next year – unemployment will rise, and the deficit and the interest the government pays on it will cripple the economy.
Woody Brock: The Major Opportunity to Outperform Markets
This is an interview by Robert Huebscher, founder of Advisor Perspectives, with Woody Brock. In it, they discuss four topics: (1) an update on inflation, interest rates, and the economy; (2) the only “legitimate” way to outperform consensus macro-economic forecasts when all investors possess the same information; (3) examples of this approach in practice; and (4) Woody’s two future research topics.
Bonds are back: Time to move cash off the sidelines
Join Delaware Funds by Macquarie’s Co-Head of US Multisector Fixed Income, Daniela Mardarovici and Managing Director and Senior Fixed Income Strategist Paul Matlack, for a discussion about how to talk to clients about cash allocations.
Personalized Index Portfolios: Bespoke client portfolios at scale
Customization is increasingly important across a number of industries. For advisors, the ability to create personalized portfolios that can meet the specific demands and preferences for investors is going to be vital. Join the professionals at Envestnet and VettaFi as they unpack the latest in direct indexing innovation.
Diversifying Your Fixed Income Strategy
Todays markets remain unusual and perplexing, with the fixed income space in particular seeming both ripe with opportunities and fraught with danger. A strategy centered on preferred income focused on the utilities sector could provide diversification to investors.
Navigating the muni market: How to stay ahead of the curve
Join the Delaware Funds by Macquarie® Municipal Fixed Income team for an interactive discussion that will help answer some of the biggest questions on municipal bond investors’ minds.
Louis-Vincent Gave – Prepare for a Boom in Emerging Markets
The conventional wisdom is that the pandemic induced a trend of de-globalization, as major economies decreased the reliance of their supply chains on other countries. But, according to Louis-Vincent Gave, globalization will thrive, and the focus will shift from China to India and other southern hemisphere countries.
Charting Disruption – FinTech & Blockchain
Join Global X to understand how transformative technologies are disrupting our economy, creating exciting opportunities for investors. “Charting Disruption” is Global X’s annual flagship thematic outlook for the trends, technologies and bold ideas shaping the future. Join VettaFi | Advisor Perspectives on February 21st for a webcast to learn more.
The CFP Board and its Support for the Fiduciary Standard
Let’s explore whether the CFP Board, the most powerful and prominent organization supporting the advisory profession, can do more to support the adoption of a full fiduciary standard. We’ll also ask whether the CFP Board actually owns the trademark for “certified financial planner,” as it claims.
The Ten Best Articles You Probably Missed
Great articles don’t always get the readership they deserve. We’ve posted the 10 most-widely read investment, planning and practice management articles over the last two days. Below are another 10 that you might have missed, but I believe merit reading.
The Outlook for Clean Energy Investing
As the world economy prepares for a true transition to decarbonization, interest in renewable energy has re-emerged as an important topic for investors. This interview features Rene Reyna, who is head of thematic and specialty product strategy for the ETFs and Indexed Strategies teams at Invesco.
Financial Planning for Female Clients
It’s common knowledge that, for many Americans, the greatest fear is outliving their retirement nest eggs. With retirement having the potential to stretch for decades, it’s no wonder people are worried. But for women, the risk of not having adequate funds for retirement is even greater than it is for men. As advisors, we must understand and address the financial planning challenges unique to women.
Opening Keynote: Jeremy Siegel’s 2023 Market and Economic Forecast
For the past 15 years, Bob Huebscher has been privileged to interview Jeremy Siegel, the Russell E. Palmer Emeritus Professor of Finance at the Wharton School, about his outlook for the economy and the markets. This year, for the first time, Bob will interview Jeremy live.
Harness the Power of Innovation with the QQQ Innovation Suite
Invesco and Nasdaq have partnered together to form the QQQ Innovation Suite which has helped investors access the world’s most innovative companies. This year, the suite has expanded to offer investors more ways to access innovation across the market cap spectrum.
Gundlach: U.S. Will Face Recession by Mid-2023
“Expect a recession by the middle of next year,” Jeffrey Gundlach warned investors. The Fed’s monetary tightening will not be as aggressive as expected, he said, but high rates will dampen housing, consumer spending and other sectors, and will force the economy to contract.
Road of Retirement: The Process of Managing Retirement Income
As clients age and their financial lives evolve, most reach a point where they stop accumulating investment assets and begin taking distributions from their investment and retirement portfolios. This presentation introduces financial advisors to a comprehensive approach to creating longevity-oriented investment portfolios and managing retirement income.
The Case for Annuities in Today’s Market
Advisors and their clients need to manage pressures they have not seen for 20 years: market volatility, inflation, rising interest rates and potentially higher taxes. With fixed income not holding up as a low-risk part of the portfolio, it is time to look at other strategies to protect client portfolios.