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Macroeconomic & Geopolitical
MarketScape: Inflation May Have Peaked, but Uncertainty Looms
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Stocks have rebounded on signs that U.S. inflation may have peaked, but investors face potentially muted returns while the risk of sticky inflation remains.
Macroeconomic & Geopolitical
MarketScape: A 50/50 U.S. Recession Risk
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Chief Investment Strategist Jim McDonald examines the economic risks investors face.
Macroeconomic & Geopolitical
Investment Perspective: Less Growth, More Inflation
With no end to Russia’s attack on Ukraine in sight, energy and agriculture are feeling the strain.
Macroeconomic & Geopolitical
Global Equities and Bond Yields Rise, Economic Indicators May Show Damage from Ukraine Conflict
US, ex-US and emerging markets stocks rose, and yields increased after Fed rate hike. Purchasing managers economic indicators to be released this week in Europe and US.
Client Experience
Advisor sponsored events in a post-pandemic world
This piece is approved to use with clients.
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...
Goals/Needs-Based Investing
Unlocking your vision for success
Being a great advisor requires coaching people toward their financial aspirations. However, many advisors reach a plateau, where focusing on the clients you already have consumes all your capacity.
Macroeconomic & Geopolitical
Biden goes the predictable route
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After a lengthy vetting process, Democratic presidential candidate Joe Biden selected Senator Kamala Harris as his running mate for the 2020 presidential election. Though many names were floated in the past month, Harris has long been considered a favorite for the VP pick. Harris, a 2020 candidate for president herself, fits the bill as an experienced politician with liberal credentials and a knack for fundraising. In the past Biden spoke about the need to pick a VP who could lead the country if needed, and her experience in California state government and the U.S. Senate, as well as her national profile, make her a natural choice.
Goals/Needs-Based Investing
It’s personal: The growing need for financial wellness programs
78% of Americans are living paycheck to paycheck, 43% of student loan borrowers are not making payments and nearly half of all employees can’t cover a $400 emergency. In an effort to help employees understand and improve their personal financial health, many plan sponsors and their advisors are turning to workplace financial wellness programs. Phyllis Klein is a senior director at Captrust Financial Advisors, a firm that specializes in institutional advisory work. In this episode, Phyllis discusses the benefits and challenges of helping employers implement financial wellness programs for their employees.
Goals/Needs-Based Investing
Risk management: Life insurance
Talking about life insurance as part of a financial plan isn’t always easy, but it is important. What steps can you take to ensure these difficult conversations make it into your client’s financial plan?