5 Reasons Single, Debt-Free Clients Need Life Insurance It may seem counter-intuitive to say that clients who are debt-free and single need life insurance. #lifeinsurance #finance
How Covid-19 Is Changing the Travel Industry for the Better Here’s what we can expect from the travel industry after the pandemic. #travel #future #airplanes #financialadvisors #newreaity
Don't Curse Your Tech Start-Up With These Common Pitfalls Some of the biggest mistakes tech start-ups make are also some of the most common. #fintech #technology #performance
Demographics Drive Japan's Innovation and Growth For investors looking for investment strategies that can tap into secular growth trends even amid a tepid global macro environment. #investing
The Guide to Market Recoveries Although every market decline is unique, the average bear market since 1950 has lasted 14 months. #stockmarket #investing
How to Minimize Your Clients’ Panic During the Market Sell-Off Try thinking about the market correction in terms of simple actions your clients can take that can close the gap caused by the downturn.
Events Like COVID-19 Further Highlight the Value of Long Term Investing Recent significant, unpredictable events, (Brexit, trade wars, COVID-19), should be a reminder of the value of long term investing.
Where Do Markets Go From Here? It's Alphabet Soup As regards to where markets go from here, it very much hinges on the shape of the forthcoming economic recovery. #stockmarket #recovery
Stock Markets Are Unbalanced, Investors Warned Wall Street is unbalanced, and investors are in danger of becoming complacent. #stockmarket #investing #financialasdvisors #wealth
How to Use Data Collection to Attract Customers Data collection and analysis is a great way to gain insight into your customers so you can better tailor your business to meet their needs.
Why Criticisms and Complaints About Annuities Are Often Wrong In many cases, annuities may offer an answer to worries about longevity and outliving retirement income. #annuities #retirement
Bracing for a Slow U.S. Recovery U.S. economic recovery likely to be uneven as coronavirus health risks cast a shadow on demand. #economy #fixedincome #financialadvisors
Trade Tensions Take Their Toll 2019 All Over Again, Oil Good Things Come to an End, Gold, Bitcoin. #trading #stockmarket #financialadvisors #gold #bitcoin
ESG Funds Remain Relative Safe Havens in Coronavirus Downturn ESG proponents say sustainable investment strategies tend to steer more money to companies with the best prospects for long-term growth.
Considerations for Transitioning to Liability-Driven Investing LDI is primarily a risk management pursuit, in a departure from a traditional total return mindset when investing in plan assets. #investing
The Two Investment Megatrends of the Decade Megatrends like the advancing technology and the search for purposeful profits affect how we live and work every day. #investing #ESG
Consensus Expectations May Be Overestimating the Recovery Trajectory Returning to a “normalized” environment could take longer than many anticipate. #finance #financialadvisors #covid19
How Do You Forecast When the Typical Forecasting Tools Are Of Little Use? Every crisis brings about its scars but also its lessons. The trend towards deglobalization may materially accelerate. #economy #lessons
Three Ways to Retain Clients During a Crisis Financial Advisors services are priceless during these times and offer them the greatest opportunity to demonstrate value. #financialadvisors
The Paradox of Dividends in Today’s Markets Investors have also become understandably concerned regarding the current legislative risks to dividends. #dividends #ETFs
How Have Sustainable Companies Performed During the COVID-19 Crisis? Recent market volatility has offered an opportunity to test our theory of sustainable investing during a sharp market drop and a similarly swift rebound.
Improve Your Data Security With These Simple Solutions We are living in the period of innovative methods whereby every operation in various organizations is done through technology. #security
How to Build a More Resilient Portfolio with Alternative Investments Alternatives are not for everyone, so be sure to speak with your financial advisor to understand what is best for your long-term investment strategy.
What Is the Dominant Driver of Returns? The main goal of portfolio management is to maximize returns relative to a targeted risk tolerance. #financialadvisors #investing
Why the Coronavirus Recession Cannot Be a Costless Event Even if the recovery were to be perfectly V-shaped, the coronavirus recession cannot be a costless event. #economy #sotckmarket
A Bull or Bear Market for Bonds? We see potentially attractive opportunities, including securitized debt, when markets stabilize. #fixedincome #bonds #investing
5 Steps for Managing Your Practice Through Volatility Normal operating procedures don’t seem to apply anymore in communicating with clients and running your practice. #financialadvisors
How Rekindled Trade Tensions Impact the Investment Outlook It is unlikely the Trump administration would willingly unleash a new trade war that would crimp an economic recovery. #economy
When Is the Right Time to Buy an Annuity? Annuities can be an important part of financial planning and a useful addition to some portfolios. #financialadvisors #annuities
Commodities and Precious Metals Update Commodities and Precious Metals Update. #oil #cattle #soybeans #wheet #commodities #financialadvisors
Tailor-Made for Active Management Periods of tumult are when active managers can showcase their risk management protocols. #stockmarket #financialadvisors
Are Rallying Stock Markets out of Step With Economic Reality? The optimistic stock markets seem at odds with the grim economic data. They may be being overly confident, even complacent.
Foreign Exchange Hedging During Market Downturn The primary goal of a currency hedged share class is to replicate the base currency returns of a fund to foreign currency share classes.
Helpful Tips for Monitoring Your Network Traffic Some tips that will help you get the most of your network traffic monitoring tool can be found here. #technology #network #traffic
What Happens Next in Commercial Real Estate? We view the current and coming periods as an opportunity to to buy quality assets at attractive bases from distressed owners. #alternatives
The Powerful Benefits of a Beneficiary Review Helping your clients do more for their loved ones, while avoiding common beneficiary mistakes. #financialadvisors #insurance
Black Swans, Nonlinear History and Financial Markets A novel world is emerging and we anticipate a return of inflation, a bull market in China and elevated geopolitical volatility. #investing
Disruption in Our Wardrobes. Fashion and the Circular Economy The circular economy aims to re-invent and re-use produce to reduce waste and pollution to a minimum. #ESG #financialadvisors
How Annuities Can Boost Your Retirement Savings The tax-deferred growth potential of an annuity can boost your savings for the future. #annuities #financialadvisors #success #retirement
4 Things to Do When the Market Drops While it’s impossible to predict the future, history suggests that recoveries follow downturns. #stockmarket #financialadvisors
The Need for Risk Mitigation Any risk mitigation strategy must be systematic and disciplined–and applied consistently—to head off costly, irrational decisions.
Demand for Financial Advice Surges 24% as Priorities Shift in New Era With these shifts impacting people’s finances, the majority of our new clients are seeking advice. #financialadvisors #finance
What Is Group Life Insurance and Is It Enough? One of the biggest advantages of a group life insurance policy is that it’s low-cost to employees or group members. #insurance
The Truth About Annuities Thoughtfully consider whether the guarantees, tax, legacy or planning benefits of an annuity are right for their overall financial plan. #annuity
Gender Equality and Climate: Synergies Climate change is the most important problem humans must solve, diversity has a contribution to make to climate change. #ESG
What Remains to Be Seen Is When The Bounce Will Happen Portfolio managers will have a decision to make: is the expected rally to be sold, or is the worst behind us? #financialadvisors #stockmarket
Longer-Term Drivers for Emerging Markets Intact in Post-COVID-19 World We believe the next stage of emerging market growth will be defined by value-added industries and developing digital infrastructure. #equities
Investing for Ignorance Investors who want an index comprised of companies doing good and doing well, there’s little uncertainty about the value of that.
Fixed Income View: A Crisis Like No Other Not many assets perceived to be risk free. US Treasuries, German government bonds, UK Gilts and Japanese government bonds fit.
How to Prepare Your Finances for a Natural Disaster Five steps you can take now to help be more financially prepared if a disaster strikes. #financialadvisors #insurance #finance