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Alternative Investments
The Case for Real Assets: Staying Ahead of Inflation
Investors’ real rate of return = Nominal rate of return – Inflation rate. Learn about how inflation can affect your clients' real assets.
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.
Alternative Investments
Gimme shelter
Demand for houses is likely to remain strong, pushing up prices and benefitting builders.
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.
Regulatory Education
CE Credit Courses for Financial Advisors
CE on demand include "What you thought you knew about quantitative investing and low volatility stocks may be wrong", "Managing assets in retirement" and "Planning for your clients' life transitions"
Client Life Events
Who will be your caregiver?
This piece is approved to use with clients.
The demands placed on the health care system and the need for long-term care options continue to rise. The question of whether Americans have adequately prepared for their future health and long-term care needs will be answered in the coming years as a wave of baby boomers retire.