The Wealth Advisor

As concerns rise about the conflict in the Middle East, investors are asking what the impact could be on financial markets, especially if tensions escalate further and for a prolonged period.

While no one knows for certain how the crisis could evolve, reviewing similar events in history may help investors assess the potential impact on their portfolio. In this episode of Buckingham Perspectives, Head of Investment Research Jared Kizer addresses investors’ concerns about geopolitical risks and shares insights on making portfolio adjustments based on these events.

As Thanksgiving descends upon us in the U.S., Canadians (myself included) celebrated the holiday in mid-October, coinciding with the final farmers’ harvest. Simultaneously, the financial world experiences its own harvest season in October, Tax-Loss Harvesting (TLH) season. As we approach the conclusion of 2023, financial advisors engage in strategic meetings with clients, reflecting on portfolios and planning to add value in the remaining days of the year—and beyond.

TLH: The Intricacies

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform ('TAMP'), has announced its strategic collaboration with Franklin Templeton as the fourth asset management firm to offer its investment strategies through the innovative SMArtY platform. SMArtY, developed and launched by SMArtX Advisory Solutions earlier this year, is a manager-sponsored no fee strategist platform that harnesses the power of SMArtX's acclaimed managed accounts technology. 

Financial advisors can now offer retirement plan sponsors access to a cost-effective, streamlined plan solution with fiduciary and investment support. The solution, Envestnet Retire Complete - a new offering from Envestnet in collaboration with retirement services provider Empower - can help strengthen the opportunities for participants to achieve a more secure retirement.