Should We Reschedule? The Recession and the Great Wealth Transfer for Women
Several major trends may be colliding for women in investing. Three that may have the most impact are a potential recession, the Great Wealth Transfer, and the rebalancing after the she-cession. Advisors may want to engage in a careful consideration of these trends, how they interact, and what it means for asset building for women.
Secure Act 2.0: Clients Want to Know…
Act 2.0 is full of provisions that will benefit clients of all sizes. But what we focus on and what clients care about may be different. Here are three areas that may drive client conversations over the next few months.
New Aspect of Annuities Your Clients Will Want to Discuss
Sales of annuities are breaking records, and yet, many advisors shy away from them. Sales in 2022 topped $80.7 billion in the summer. That’s not too shabby for an asset class that causes confusion among many.
A Round Up of Advisor Articles and A Few Predictions
For the last four or five years, every article seeking to review the past year’s events has summed up the previous twelve months as “a lot.” After so much unpredictability and turmoil in the markets, reading those future planning articles may seem less than fruitful. Yet, we still think it is important to take stock of what has happened in 2022 and look at what we think might be coming in 2023.
Advisors to the Rescue – New Determination Letter Regulations May Help Ease the Pain of Taking on 403(b) Clients
Recently, the IRS stated that it will consider accepting determination letters from retirement plan sponsors of 403(b) plans starting in 2023. This relatively simple announcement could be good news for plan sponsors who run more than one type of plan and better news for financial advisors looking for new clients.
You Take the Good, You Take the Bad, You Take them Both and There You Have the FTX
The FTX crisis may be a well-timed learning opportunity for investors seeking confidence in the markets. Read on for how financial advisors can use some of the behind-the-scenes troubles at FTX as an example of the kind of information the SEC’s on-going efforts towards making information more easily accessible to investors.
Presenting Passive Investing with a Side of Trend Analysis
How can advisors help clients understand index funds and their place in an investment strategy? It’s all in the presentation.