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Macroeconomic & Geopolitical
Anatomy of a Recession: Economic and Market Outlook 3Q 2023 | August 1st
This piece is approved to use with clients.
ClearBridge Investments, one of Franklin Templeton’s specialist investment managers, utilizes 12 different economic indicators to assess the risk of recession.
Goals/Needs-Based Investing
A Close Look At the Value of your Financial Advisor
This piece is approved to use with clients.
Envestnet outlines three key reasons why investors who work with professional financial advisors can increase the probability of achieving their goals more than do-it-yourself investors.
Tax Management
Capital Gains Got You Down? 7 Steps You Can Take Now to Optimize Your Clients' Tax Situations
Remind your clients of the value you add and the actors you consider when it comes to the tax management of their portfolios outside of tax loss harvesting.