Market Insights

Managing Cash in a Declining Rate Environment

4 minute read | November 22, 2024

Over the past 2+ years the Fed consistently raised rates from a low of 0%-0.25% in the pandemic to 5.25%-5.5% by summer 2024. While this period of high and rising rates...

Market Insights

April 6, 2023

Tax Tips in 2023: Capital Gains, Wash Rules & Tax-Loss Harvesting

Smart investing is about finding opportunities in all market environments. As stocks and bonds continue to face the roughest terrain since 2008, widespread losses in...

Market Insights

March 31, 2023

8 Lessons Learned From the 2008 Recession That Are Applicable Today

No two recessions are alike, yet many repercussions for employers, investors, and financial advisors are similar:

Retirement Planning

March 24, 2023

Retiring During a Recession: Key Planning Strategies

Here we stand, hoping we are on the other side of the pandemic, looking at the wreckage. A harsh economy, high expenses, and a bear market. From every angle, it feels...

Investment Management

March 20, 2023

Cash Accounts and FDIC Insurance: What You Need to Know About High-Yield Savings and High Yield Cash

In light of recent developments in the banking sector, many people are understandably concerned about the safety of their cash balances. Particularly, of concern are large...

Market Insights

March 10, 2023

Toughest Client Questions Answered by Leading Financial Advisors

Your clients may be worried about the value of their investments and the state of the economy, among other things. As an advisor, you can’t predict the future, but you can...

Practice Management

January 28, 2023

6 Tips to Create a Business Continuity Plan for Trying Economic Times

Individuals can’t control economic and market conditions. However, business leaders can certainly take steps to mitigate the negative impact of market volatility and improve...

RIA

December 9, 2022

A Look at RIA Market Trends for 2023

As we approach the end of the year, it’s a good time to look back and reflect on what’s shaping the RIA market. We’ve experienced some unusual hurdles in the past two years...

Market Volatility

November 11, 2022

Market Downturns: Generational Differences in Client Conversations

Investment management often requires that financial advisors address sensitive topics with their clients, but the stakes can be high in periods of market volatility. Client...

FinTech

November 5, 2022

The FinTech Guide for Financial Advisors

Financial advisor tech stacks save time and resources—so you can focus on serving clients. Lack of a developed fintech stack can hinder client experience, marketing, and ...

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Market Insights

Managing Cash in a Declining Rate Environment

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