Investing with a Goals-Based Framework Webinar
The goals-based framework has never been more popular in redefining what investment success looks like. For many, no goal is more highly sought than funding a comfortable retirement. How can a goals-based framework help investors succeed in reaching their retirement, and how can it help them spend savings in their golden years, particularly in an environment woefully deprived of low-risk yield?
During this unprecedented time, we recognize many of you are connecting with your clients virtually. Here are some tips and tricks to help you stay connected.
As we enter into a bear market for the first time in over 10 years at the hands of the COVID-19 outbreak, many investors are wondering what lies ahead.
In times of market volatility, investors need the ability to turn to a real person and ask the most human question: “What should I do?” This presents a valuable opportunity for you to fulfill the essential role of counselor, offering unified advice and insight to help your clients manage their emotions and their wealth on the path to achieving
Many companies around the world have recently rolled out mandatory work-from-home policies amid the spread of COVID-19. This may be a new experience for you and your team – and for your clients – who may feel increasingly anxious and concerned.
Here are some tips to help you stay productive and engaged as you navigate your
Adopting a long-term view on investing and the markets is needed most when it is difficult to do—like right now, when stocks are extremely volatile and under pressure as investors try to determine how COVID-19 and this year’s election will ultimately impact corporate and consumer sentiment and spending, corporate profits, and the pricing of risk assets.
In testimony on Capitol Hill this week, Federal Reserve Chair Jerome Powell repeatedly praised the strength of the U.S. economy across multiple indicators. He pointed to an historically-low unemployment rate, rising wages, and continual, moderate overall growth. Powell has a notably turbulent relationship with President Donald Trump, but his assessment should have been music to the ears of top White House and Trump campaign officials (even if the president could not help live-Tweeting his criticism of Powell’s testimony). The economy, after all, is historically perhaps the most reliable presidential election indicator.
So that didn’t go as planned. While politicos inside the Beltway and across the country were expecting to get our first real results in the Democratic presidential primary last night, problems with tallying the vote in Iowa have caused a significant delay in reporting the results. In a story posted yesterday, The Associated Press reported Iowa Democratic Party officials had promised that “an early issue with a mobile app designed to report results” would “not hinder the Iowa caucus process.”
Last year, we looked at how accurate polls going into the Iowa Caucus have been at predicting the eventual outcome of that state’s first-in-the-nation election. The conclusion, way back then, was that surveys conducted a few months out from voting have not historically been very good at telling us who was going to win.
At a celebration of the three-centuries’ long relationship between the United States and France last spring in Baltimore, Maryland Lt. Gov. Boyd Rutherford (R) proclaimed, “The history of Maryland is intertwined with France.” While the lieutenant governor was most likely referring to French immigration to Maryland beginning in the mid-1700s that has created a vibrant “French Town” in Baltimore, the nation and the state seem to still have a lot in common: to the chagrin of other governments, both are pursuing a digital services tax (DST).