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Client Experience
CONNECT WITH YOUR CLIENTS
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Access our online library of goals-based educational materials for more productive client conversations.
Retirement
Client Presentation: Social Security - Get What's Yours
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Talk to clients about how they could get the most out of their Social Security benefit.
Client Experience
Creative Planning for Taxes and Distributions
Increase your expertise in tax and distribution planning. Manage multiple sources of income for optimal tax outcome. Take another look at Roth conversions, QCDs, and 529 plans. Consult with CPAs and other tax professionals.
Client Experience
What Your Clients Need Now
Optimism is in the air this spring as we look forward to the prospect of returning to the activities we enjoyed pre-pandemic.
Client Experience
Advisor sponsored events in a post-pandemic world
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Before last year’s COVID-19 pandemic, we would hear about advisors getting together with some clients and prospects for arts or charity projects, or even hosting a wine tasting. But unfortunately...
Retirement
Can I invest my IRA in this?
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Alternative assets, such as cryptocurrencies, art, private equity and more, have seen a surge in press coverage over the past decade, to the point that many of these alternative investments have become more mainstream than ever before.
Client Experience
Valuation: The Key to Understanding Past and Expected Returns
All investment strategies will experience times of underperformance. If investors trade out of a portfolio after it underperforms, they lock in those losses—something that can destroy wealth over time. Often periods of underperformance are followed by rebounds. But when might an investor expect a portfolio to rebound?