Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
What the Portability Tax Change Means for HNW Clients
By Steve WittenbergIf used properly, the estate and gift tax exemption can provide flexibility and simplicity for both advisors and their wealthy clients.
September 29, 2022
S&P 500 Heads for Grim Quarterly Milestone Last Seen in Early 2009The index is headed for its third straight quarter of losses for the first time since the 2008-2009 financial crisis.
September 28, 2022
Are You Ready for the Next Big Storm?Hurricane season isn't over, and winter is coming. Prepare your business and your household.
September 27, 2022
Housing Prices Fall for First Time Since 2012The biggest month-over-month declines in July were in San Francisco (-3.6%), Seattle (-2.5%) and San Diego (-2%).
September 27, 2022
Goldman and BlackRock Sour on StocksGoldman's bearish take comes after its U.S. strategists slashed their year-end target for the S&P 500 Index to 3,600 from 4,300 last week.
September 26, 2022
10 Places to Meet Ultra-Wealthy Prospects This FallIt's not as difficult as you might imagine — but it'll cost you.
September 23, 2022
Managing Tax-Efficient Withdrawal Strategies for RetirementAdvisors must consider the interaction of their clients' retirement income sufficiency, income taxes and potential estate taxes.
September 23, 2022
Risk Assets Swept Up in Rout as 'Fear Gauge' SoarsGoldman slashed its target for stocks, warning that a dramatic rise in the outlook for rates will hit valuations.