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Advisor Value & Fees
Five key ways advisors deliver value in 2019
We believe advisors have never been more valuable. For the past five years, we’ve created an annual report that holistically analyzes the real value advisors deliver to their investor clients in their portfolios, in vital services advisors provide, and this year, especially in their after-tax returns.
Alternative Investments
Why invest in real estate?
Anyone who has purchased a home is a real estate investor — but there’s a big difference between taking on a mortgage and investing in office buildings, malls or industrial parks. In this blog, I explain the basics of real estate investing, the potential benefits, and the ways that individuals can add real estate exposure to their portfolio.
Retirement
What volatility means for retirement plan participants
This piece is approved to use with clients.
Market volatility doesn’t have to interfere with retirement outcomes. Here are three ways volatility can impact plan participants and three ways to manage it.
Retirement
Should you save or spend your tax refund?
This piece is approved to use with clients.
This tax season, consider putting your refund toward a 529 plan.
Alternative Investments
Spring training for alternatives investors
A primary goal of spring training is getting the players back to basics by focusing on the fundamentals of the game. By doing so, the players ensure they are ready to go when the season begins. In honor of spring training, I’d like to take investors back to the basics and fundamentals of alternative investments (or alts).
Retirement
Deep Dive: Defined Contribution - Navigating an ever evolving landscape, with Lew Minsky of DCIIA
Join Mark Spina, Kevin Knowles and Lew Minsky as they talk about defined contribution and the challenges advisors face while navigating its ever evolving landscape.
Alternative Investments
The Role of Commodities
In this paper, Invesco discusses two key benefits of adding commodity exposure to portfolios.
Advisor Value & Fees
The Fiduciary Opportunity: The Future Is Now
Beyond the ultimate fate of the Fiduciary Rule, the industry faces a crucial crossroad: pursue a business model that responds to the digital, demographic and economic pressures reshaping it, or breathe a sigh of relief and return to business as usual?
Alternative Investments
3 Reasons to Consider Infrastructure Investment
Russell Investments Client Portfolio Manager Darren Spencer makes the case for investing in infrastructure.
Retirement
Approaching Retirement: 3 Smart Money Moves in Your 50s
This piece is approved to use with clients.
After you turn the big 5-0, you need to get serious about retirement planning. Here are three things to do now to prepare for a brighter future for yourself and your loved ones.
Advisor Value & Fees
Becoming a Fiduciary
American Funds provides key considerations for financial professionals when developing and documenting a plan for your practice as you move forward as a fiduciary.