FA Whitepapers

Whitepapers Archive  |

October 2022   


Multifamily & Private Real Estate in Economic Downturns

The pending recession in daily headlines and the correlated performance of the S&P 500 index are leading many investors to look at alternative options for placing their capital. Private equity real estate and the multifamily asset class remain a strong option for investors regardless of market environment. In our nearly 60-year history, Grubb Properties has never had a property-level foreclosure, deed in lieu, or bankruptcy. We attribute this track record to remaining resilient in our investment philosophies, taking a conservative approach towards debt, and delivering a product that is in critical shortage. Download our latest whitepaper to learn more.

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Benefits Of Personalized Indexing: Improve After-tax Investment Outcomes For Your Clients

Personalized indexing with daily scanning for tax-loss harvesting opportunities could boost your clients’ after-tax returns. This white paper explains which of your clients are likely to benefit from personalized indexing and why. You’ll also find a decision tree to help you decide when to use personalized indexing versus ETFs and mutual funds, and how much of a given client’s portfolio to allocate to each strategy.

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Four Ways Private Market Strategies Can Hedge Against Inflation

Since the Global Financial Crisis in 2007 to 2008, the economy has remained in a relatively low-inflation environment, but that has started to change. We are now seeing elevated readings of consumer prices across the U.S. economy with pent up consumer demand as a result of the pandemic and government stimulus programs coinciding with significant supply chain bottlenecks and higher production costs.

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Monetize a Career’s Worth of Hard Work:
The Financial Advisor’s Succession Plan


If you are an advisor contemplating retirement from helping others, and shifting the focus to helping yourself, let Ameriprise help you do it!  We can assist with the complexities of transitioning and monetizing your practice and settling into a comfortable retirement with the financial resources you deserve.

Bring Your Future Into Focus:
With the Resources of a Franchise Model


Investors are becoming more aware of what they want and need from their financial advisors—and are expecting more from firms than ever before. At the same time, fee compression and regulation are creating immense business model challenges for financial advisors across all channels. This white paper explores how the Schwab franchise model can help navigate and keep up with clients’ evolving needs, while leveraging the strength of a trusted brand.

Finding the Right Fit: Why Financial Advisors are Choosing the Franchise Model

This white paper explores how five financial advisors from different business backgrounds found their right fit in the franchise model. Each sought their own unique mix of factors that in other models may have been mutually exclusive.