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Market Outlooks
A view of China from the ground up
Living in Hong Kong with a view of the Chinese mainland, Capital Group portfolio manager Steve Watson has a front-row seat to the long-running U.S.-China trade dispute.
Goals/Needs-Based Investing
Adding Pro Bono Financial Planning to Your Practice
One of the easiest and most direct ways for advisors to give back to their communities is to provide pro bono financial planning services, and the Foundation for Financial Planning is set up to help them do exactly that.
Market Outlooks
Preparing Clients for Market Declines
This paper from American Funds analyzes the length and severity of past market drops in order to assist conversations with clients about market volatility.
Leveraging Technology & Data
Rise of the Humans: Can Advisors Thrive in a Machine World?
The robots are no longer coming – they’re already here. And yes, they are after your job.