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December 2020

The Interest Rate Question For Annuities

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Should clients wait for higher interest rates before buying these products?

Emerging Trends In Emerging Markets

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Tech and consumer-oriented companies are the sweet spot in emerging markets.

Books Of The Year 2020

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In economics, history, sports, music and art: a true banner year.

The Tenets Of Transformation

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It starts by bringing your best to every relationship.

Time To Update Your Strategy

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Do you have the right, well-defined strategy, and can you execute it?

The Appeal Of Multi-Family Offices

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These offices can provide tailored solutions to super-rich families.

Link Between Equities And Economy Weakens

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Activity is shifting significantly from public manufacturing companies to private service firms.

Planning Beats Predicting

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Withdrawal rate studies keep getting better, but we still don’t know everything about how clients will spend their time and money.

Waiting For Fama, French And Godot

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Will value ever catch up after its long lag?

Making ESG Reporting More Countable

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Investors push for better defined metrics regarding companies and their sustainability.

Bonds, Behavioral Finance And Battlefield Tactics

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Guggenheim scores big in volatile times by taking a team approach to managing bond funds.

REIT Fund Navigates Tough Times

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There’s always a bull market for real estate somewhere, says this TIAA-CREF team.

Intellectual Property In Life And Death

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The type of mess surrounding Prince’s estate doesn’t happen just to the rich and famous.

Shopping For A Better Retirement

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Financial advisors’ approach to helping clients might be wobblier than it has to be.

Our House

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When clients are considering living in a multigenerational home, there are some issues that need to be discussed.

Advisor Emporium

BlackRock Adds To iBonds Lineup

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BlackRock has added to its lineup of iBonds, announcing the launch of the iShares iBonds 2026 Term High Yield and Income ETF (IBHF).

Editor's Note

Split Decision

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One thing that almost all Americans, Jeff Bezos likely exempted, can agree on is that 2020 can’t end soon enough.

Frontline News

CFP Board Says Advisors’ Pay Will Be More Transparent

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The CFP Board removed a website compensation search tool last spring.

Pandemic Makes Donors Less Willing To Give Time To Charities

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Charities may face a shortage of volunteers because of the pandemic, Fidelity Charitable says.

Yes, Bond ETFs Can Have A Role In A Low-Yield World

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Investors are actively deploying bond ETFs in various ways to meet their allocation goals.

Rethinking Planning In A Pandemic

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Financial advisors are helping clients rethink their savings and spending strategies.