Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Stocks Could Fall Another 10% as Rates Rise: Dennis Gartman
By John McCorry and Nathan HagerIn January, he said stocks could drop as much as 15% in 2022; so far this year, the S&P 500 is down 11%.
April 20, 2022
How to Live With Long-Term High InflationAmericans used to get along just fine when higher inflation was the norm. But the world is different now.
April 20, 2022
SALT Deduction Cap Stays in Place After Supreme Court Rejects New York ChallengeThe court declined to review a constitutional challenge to the $10,000 cap on state and local tax deductions set by Congress in 2017.
April 19, 2022
Recession Predictions Are Piling Up. Don't Freak OutWhat makes today's economic climate unique is the relatively strong financial position of the average household.
April 18, 2022
Treasury Blames Audit Imbalance on Underfunding of IRSA recent study found very low income households were nearly three times as likely to get audited in 2021 than wealthy households.
April 18, 2022
Taxpayers Get Crypto Jolt in Otherwise Shockingly Normal SeasonThere are now reporting requirements for purchases and sales of digital currencies and non-fungible tokens on individual returns.
April 13, 2022
A Fresh Take on the Term 'Financial Literacy'Despite its well-intended positive connotation, the term can have the opposite effect, especially in underserved communities.
April 12, 2022
6 Critical Themes for the New Global EconomyCovid-19, supply chain issues and war in Ukraine are spawning winners and losers in financial markets and beyond.