Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
12 Hot Housing Markets That Are Cooling the Fastest: Redfin
By Michael S. FischerGoodbye bidding wars: In these markets, homebuyers could potentially get an offer accepted for under the asking price.
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.
September 23, 2022
Our Clients Want Us to Text Them. Here's How.Texting comes with regulatory challenges, but it's clients' preferred communication method.
September 22, 2022
Roubini: Expect 'Long and Ugly' Recession, 40% Stock DropGiven this outlook, Economist Nouriel Roubini suggests investors "be light on equities and have more cash."