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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Matson Money: Help Your Clients Navigate Economic Stress

(Matson Money) In the world of investing, it’s not uncommon for emotions to run high, especially during periods of economic uncertainty. When financial markets experience turbulence, investors may find themselves grappling with stress and anxiety. Unfortunately, these emotions can lead to hasty decisions that may not align with long-term goals. Explore the potential consequences of such panic-driven reactions, with a focus on the recent events in the US markets and the possible impact on investors who are seeking confidence in their financial future.

Buckingham: Are You Staying Ahead Of The Curve?

(Buckingham Strategic Partners / Mike Ozburn) Like so many of us, I joined the financial planning industry to make a positive impact on people’s lives. I have always found it rewarding to help clients fulfill their lifelong dreams, guide them in periods of transition and provide support during challenging times. However, as firms grow, advisors are often forced to focus on time-consuming back-office tasks rather than cultivating relationships with high-quality clients. On top of that, more and more clients are looking for simplicity and advice.

GeoWealth: The Power Of Sleeving

(GeoWealth) Most of you probably remember the traditional method of managing separate accounts for the same household. Every investment strategy or model existed as a separate account, with its own set of securities. 

Whether it was a home office model, a large cap value strategy, or a professionally managed account (the list goes on) for the same household, each required a separate account number, separate statements, separate 1099 reports, creating obvious and significant burdens for both clients and advisors.

Morningstar: 60-40 Will Return

(Morningstar Wealth) The classic balanced portfolio of 60% U.S. stocks and 40% U.S. bonds has rebounded from its worst year in more than a decade but remains besieged by naysayers and doubters. While there are lessons to be learned from the portfolio’s sharp stumble in 2022, valuations point to better times ahead for the old-school portfolio.