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Client Life Events
Why you need a will and how to create one
This piece is approved to use with clients.
Ensure your wishes are known and learn how to help secure your loved ones’ financial future should the unexpected happen.
Client Life Events
Estate Planning
This piece is approved to use with clients.
Watch and learn what’s included in an estate plan and the steps you can take to create one so your wishes are carried out the way you choose.
Client Life Events
Women and wealth: Investing for each life stage
No matter where you are on your savings journey, watch and learn how investing may help you reach your financial goals throughout different life stages.
Client Life Events
Emergency savings: Planning for the unplannable
This piece is approved to use with clients.
The COVID-19 crisis exposed an already dire problem – families could not come up with money for unexpected expenses, such as replacing a flat tire or repairing a busted pipe. As such, many advisors have been reemphasizing the importance of optionality and financial wellness to help their clients and communities properly prepare for these unpredictable emergencies.
Market Outlooks
Real financial advice: Being a guide in a changing landscape
This piece is approved to use with clients.
Volatility in the markets. A historic election. A global pandemic. 2020 has thrown us all into an interesting period of irreducible uncertainty, and now more than ever, clients are looking to you to provide them with “real” financial advice in order to navigate these turbulent waters.
Behavioral Finance
Creativity, economics and life with Russ Roberts
This piece is approved to use with clients.
For many, economics is viewed only through the lens of numbers. But what can economics teach us about planning and making life decisions?
Russ Roberts joins the podcast to discuss the intersection of economics and life. From embracing uncertainty to evaluating financial tradeoffs, Russ will help broaden your perspective and apply economic principles to your clients’ daily lives.
Market Outlooks
Replay Market Monitor – Evaluating Opportunities and Risks
Today’s market has eclipsed both the Global Financial Crisis and Tech Bubble in terms of the underperformance of value investing - this call is an opportunity to hear directly from the investment team how BMO interprets these events and reacts to them via proprietary tools and processes.
Investing Ideas
Three Lessons We've Learned in Emerging Markets So Far
This piece is approved to use with clients.
T. Rowe Price Portfolio Manager Samy Muaddi explains what he learned from market volatility in early 2020 and why he thinks EM corporate bonds offer attractive long-term opportunities for investors. Explore more insights from our investment professionals here: https://trowe.com/3e5JYPH