A recent Securities Industry Association (SIA) study on retirement identified a “wealth effect” that surfaced as homeowners amassed equity in their properties and perceived they had less need to save. Factors such as rising interest payments and higher energy prices may have also pushed many of your clients to back off from investing in their retirement. The SIA Retirement Study (available in the Web Extras section of www.investmentadvisor.com) found that half the net worth of many American homeowners is based on the value of their homes.
VUE analysts contend that the underlying tech has value, even if cryptocurrency hype gives you hives.
Asset management companies have increased the number of ESG strategies they offer, resulting in an influx of assets.
Cain's candidacy appeared to be blocked in the Senate. Stephen Moore, another Trump Fed candidate, is still awaiting a formal nomination.
Sponsored by Cetera Financial Group
Your long-term clients may already be entering retirement and withdrawing the assets you’ve been managing for them. Now is the time to target younger clients before it’s too late.
Sponsored by Gurtin Municipal Bond Management, a PIMCO company
Discover why callable bonds can be a source of opportunity for municipal investors.
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