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      report by BMO Global Asset Management
      This piece is approved to use with clients.

      BMO Market Charts: February 17, 2021

      Feb 17, 2021
      report by BMO Global Asset Management
      This piece is approved to use with clients.

      Weekly Market Snapshot: February 12, 2021

      Feb 17, 2021
      article by Barings
      This piece is approved to use with clients.

      Weekly Macro Update: Who Will Balance the Budgets?

      Feb 25, 2021
      article by Invesco
      This piece is approved to use with clients.

      Weekly Market Compass: Bitcoin has gained credibility over the past three years, but I believe its use as a currency, a diversifier or an inflation hedge is a bit off the mark.

      Feb 24, 2021
      report by Nuveen
      This piece is approved to use with clients.

      Weekly Investment Commentary: Stocks remain quiet. For now.

      Feb 24, 2021
      video by AAM
      This piece is approved to use with clients.

      AAM Viewpoints: The Low Yield Environment and Corporate Credit Trends

      Feb 24, 2021
      report by BlackRock
      This piece is approved to use with clients.

      Global Weekly Commentary: Downgrading government bonds

      Feb 24, 2021
      report by BMO Global Asset Management
      This piece is approved to use with clients.

      BMO Market Charts: February 23, 2021

      Feb 24, 2021
      report by BMO Global Asset Management
      This piece is approved to use with clients.

      Weekly Market Snapshot: February 19, 2021

      Feb 24, 2021
      video by Russell Investments
      This piece is approved to use with clients.

      Market Week in Review: What’s fueling the rise in U.S. interest rates?

      Feb 24, 2021
      article by Northern Trust Asset Management

      Longer Term Yields Continue Rise, Virus Variant on Watch

      Feb 23, 2021
      article by Northern Trust Asset Management

      Coming to Pass

      Feb 23, 2021
      Results for ""
      Retirement

      Adapting to the changing landscape of income

      audio by BMO Global Asset Management
      This piece is approved to use with clients.

      Retirement is, for many, the culmination of their life’s work. As their financial advisor, you’ve been helping your clients strategize and plan for that milestone. But what happens if what you’ve been planning for changes right before the goal line? We’re seeing that today in the world of retirement income.

      Feb 23, 2021
      Retirement

      Retirement income planning in the “new normal”

      audio by BMO Global Asset Management
      This piece is approved to use with clients.

      Retirement policy, interest rates and market volatility have made retirement planning more challenging for clients and advisors alike. What are the philosophies, opportunities and challenges you need to be aware of to help your clients navigate decumulation in today’s environment?

      In this episode, we’re joined by Jamie Hopkins, Director of Retirement Research at Carson Coaching and co-creator of the Retirement Income Certified Professional (RICP) designation. Jamie discusses the opportunities and challenges associated with creating retirement income in this new environment, including how to help shift the mindset of individuals to adapt to these changes.The IRS recently announced that it will allow plan sponsors to pay out pensions as a lump sum to plan participants. In this video BMO Global Asset Management discusses what considerations should be made by plan sponsors and plan participants before choosing lump sum as an option.

      Aug 13, 2020
      Retirement

      Lump Sum Payouts from Pension Plans

      video by BMO Global Asset Management
      This piece is approved to use with clients.

      The IRS recently announced that it will allow plan sponsors to pay out pensions as a lump sum to plan participants. In this video BMO Global Asset Management discusses what considerations should be made by plan sponsors and plan participants before choosing lump sum as an option.

      Aug 06, 2020
      Retirement

      Helping Millennial Women Close the Retirement Savings Gap

      report by T. Rowe Price
      This piece is approved to use with clients.

      Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.

      Aug 15, 2019
      Retirement

      Creating more precision with life expectancy planning

      audio by BMO Global Asset Management

      As life expectancy numbers continue to increase, the need for more careful and more precise financial planning for retirement has increased with it. A startup called Genivity, one of the winners of BMO's 1871 FinTech partnership program in 2017, is helping financial advisors have better conversations with their clients by incorporating health history insights into the financial planning process.

      Jul 10, 2019
      Retirement

      To claim or not to claim? The Social Security question

      audio by BMO Global Asset Management

      Determining a Social Security strategy can be one of the most complicated processes that people across the U.S. face as they reach retirement. Learn the ins and outs of claiming Social Security and the role you can play in the process as a financial advisor.

      Jul 10, 2019
      Retirement

      Health savings accounts: A strategic retirement tool?

      audio by BMO Global Asset Management

      With the cost of healthcare steadily rising across America, planning for this expense has become a focal point in many financial plans. Learn how investors and their advisors can turn to health savings accounts, and their tax benefits to address the specific cost in retirement.

      Jul 10, 2019

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