Wealth Planning & Investing
- Wealth Planning & Investing
Financial Guidance for Recent Widows
Women are living longer than men, yet many are unprepared to tackle the financial issues they suddenly face after a husband’s death. Advisors can help widows get their finances in focus by guiding them through some common planning challenges.
- Wealth Planning & Investing
3 Rebalancing Strategies for Reducing Risk
The current environment presents an opportune time to discuss rebalancing strategies for reducing risk in your clients' portfolios.
- Wealth Planning & Investing
Family Matters: LGBTQ+ Estate Planning
From parentage rules to beneficiary designations, learn what the U.S. Supreme Court decision in the case of Obergefell v. Hodges means for LGBTQ+ estate planning.
- Wealth Planning & Investing
Talking to Clients About ESG Investing
Don’t wait for clients to ask you about ESG investing. Learn how to broach this topic—and why doing so may present a valuable business opportunity.
- Wealth Planning & Investing
Guiding Women Through Financial Change After a Divorce
Women often take a harder financial hit after divorce and ending a marriage post-pandemic is even more likely to interrupt a woman’s financial path.
- Wealth Planning & Investing
Why Social Media-Fueled Investing Is a Call for Financial Literacy
Social platforms are driving herds of new investors to participate in the market, but the focus on hype over fundamentals points to the need to improve education to help ensure long-term financial wellness.