Guest Contributor

Helping your clients do more for their loved ones, while avoiding common beneficiary mistakes. #financialadvisors #insurance

A novel world is emerging  and we anticipate a return of inflation, a bull market in China and elevated geopolitical volatility. #investing

The circular economy aims to re-invent and re-use produce to reduce waste and pollution to a minimum. #ESG #financialadvisors

The tax-deferred growth potential of an annuity can boost your savings for the future. #annuities #financialadvisors #success #retirement

While it’s impossible to predict the future, history suggests that recoveries follow downturns. #stockmarket #financialadvisors

Any risk mitigation strategy must be systematic and disciplined–and applied consistently—to head off costly, irrational decisions.

With these shifts impacting people’s finances, the majority of our new clients are seeking advice. #financialadvisors #finance

One of the biggest advantages of a group life insurance policy is that it’s low-cost to employees or group members. #insurance

Thoughtfully consider whether the guarantees, tax, legacy or planning benefits of an annuity are right for their overall financial plan. #annuity

Climate change is the most important problem humans must solve, diversity has a contribution to make to climate change. #ESG

Portfolio managers will have a decision to make: is the expected rally to be sold, or is the worst behind us? #financialadvisors #stockmarket

We believe the next stage of emerging market growth will be defined by value-added industries and developing digital infrastructure. #equities

Investors who want an index comprised of companies doing good and doing well, there’s little uncertainty about the value of that.

Not many assets perceived to be risk free. US Treasuries, German government bonds, UK Gilts and Japanese government bonds fit.

Five steps you can take now to help be more financially prepared if a disaster strikes. #financialadvisors #insurance #finance

Lockdowns are now starting to be relaxed and this should feed through to a bounce in growth in the third quarter. #stockmarket

Savvy CTO tech buyers in wealth management are now beginning to look beyond achieving the basic goal of getting, and staying, connected.

May be an interesting time to take advantage of the current fear premium and give real estate investments. #alternatives 

As more companies report data about sustainability, investors are starting to integrate this information into their investment decisions. #ESG

The value of income planning process is one step-by-step approach to consider. #retirement #annuities #financialadvisors

We think that it would be unwise to chase the market up right now. #financialadvisors #stockmarket #investing #advice

With valuations back to pre-crisis levels, we believe that markets are currently underestimating the hurdles still ahead. #stockmarket

Investors often utilize the market falls to clean up portfolios and move toward the more tax-efficient cost wrapper: the ETF #investing #finance

It’s particularly important for unmarried couples­ to organize their assets strategically via the estate-planning process. #insurance #ILIT

In recent years, the areas that lie just outside of major U.S. cities have seen accelerated growth, shifting the commercial real estate landscape.

Five steps advisors can take to enhance their day-to-day client management and their overall health and well-being. #financialadvisors

Progress towards digitalization of the financial services world has been made largely due to fear of competition. #financialadvisors #digital

Any investor with an interest in owning sustainable businesses must recognise that company boards have broader responsibilities. #ESG

Transport stocks should still anticipate a bottoming of economic activity by outperforming the broad market. #stockmarket #financialadvisors

Why an would investor want to invest in listed infrastructure, in the context of today’s environment. #alternatives #realestate

Investors should take a closer look at climate change and other issues critical to the future of the planet when making investment decisions.

A new way of thinking about how much money you'll need in retirement. #retirement #financialasdvisors #money

Innovation growth companies in industries such as biotechnology and e-commerce have been outpacing the broad market. #investing

Four years from now the economy will most likely recover to the same level of activity that it was in January. #economy #investing

Talk to your financial advisor about options for long-term care coverage and tax implications to determine which solution best suits your needs.

We expect meaningful cross-sectional variation in both sovereign and corporate credit risk and, as a result, dispersion in asset returns.

We expect the multi-decade trend of offshoring to reverse as companies become increasingly concerned about supply chain integrity. #ETFs

These examples of technology are innovative ways that can make many common day-to-day activities easier. #technology #personal

Effectively managing future risks and opportunities empowers companies, offering downside protection and creating future stakeholder value. #ESG 

Our point is not to denigrate active management. But building portfolios is about seeking higher risk-adjusted returns at a lower cost.

The cyclicality of real estate creates opportunities for well-informed investors. #financialadvisors #alternatives #investing

Investors are hungry for both information about sustainable investing as well as investment options that reflect their personal preferences #ESG

It’s important to know the pros and cons of annuities before deciding whether they make sense for your situation. #annuities #financialadvisors

Let’s continue to highlight companies that are doing all they can to continue to follow ESG policies. #investing #ESG #financialadvisors

Education technology (EdTech) is one of the few industries experiencing a sharp upward demand, reinforcing its potential for profitability.

A well-diversified global equity index was historically less volatile and would have avoided the worst drawdowns. #stockmarket

This market profile outlines the key things you need to know about millennials in your local communities. #financialadvisors

The Dow Jones Industrial Average is not reality. Reality is not price-to-earnings ratios and technical market studies. #financialadvisors

While there will always be some active mutual fund managers now is a good time to explore how ETFs can upgrade some of your positions.

There are a few ways of thinking about how you spend money together while in a relationship. #financialadvisor #finance