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Risk Management

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Wealthy Clients Better Plan For Election-Time Changes To TCJA

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Many provisions are set to expire at the end of 2025, and their extension may depend on the 2024 elections.

Investors Should Brace For A Mild Recession Next Year, Research Director Says

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BCA Research said that lower equity returns are to be expected for a decade or more.

Investors Can Pick The 'Hot Spots' In International Real Estate, Consultant Says

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Selecting the right property means having reliable sources on the ground, Ronan McMahon said.

Advisors Urged To Let Clients To Make Their Own Decisions

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The technique used by advisor Jeremy Keil is known as motivational interviewing.

Insurers Couldn't Use ESG Factors Under Proposed Texas Bill

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Insurance companies and advocacy groups oppose the proposed legislation.

Millennials Ready To Listen To Advisors, Ameriprise Survey Says

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A majority of these young earners expressed optimism about their financial futures.

Shareholders Are Asking Mega-Corporations To Make Changes

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The Shareholder Commons says investors have more clout with companies they own than they realize.

Advocacy Group Launches Ad Campaign Against Vanguard Investment Policies

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Vanguard S.O.S. aims to get asset manager Vanguard to stop investing in fossil fuels.

Being Prepared For The Worst Disasters

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Disasters can be both meteorological and financial. Advisors can help clients prepare.

Advisors Should Not Hide Their Market Concerns, Says Toews' President

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Behavioral investment coaching prepares clients to deal with volatility, according to Eben Burr.

Covered-Call Strategies Gain Interest In Bear Market

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Investors are flocking to covered-call funds. Is the strategy too good to be true?

SVB Mess Festered Under Fed's Bureaucracy And Feel-Good Culture

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San Francisco Fed examiners identified warning signs at the California lender more than a year ago, to no avail.

How Companies Treat Workers Is An Investment Factor, Research Firm Says

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Irrational Capital's work on the "human capital factor" has already been used by some ETFs.

Investors File Record Number Of ESG Shareholder Resolutions, Report Says

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Climate change, corporate political influence, racial justice and reproductive and worker rights were the leading concerns.

How To Protect Your Money With Banks Facing Turmoil

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The problems at Credit Suisse are fueling anxiety for people who want to make sure their money is safe.

Credit Suisse Ignites Global Market Rout As Banking Fears Return

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Credit Suisse's share price plunged 28% in the biggest one-day selloff on record.

Benchmarking With Apples And Oranges

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If we're benchmarking our clients' portfolios, the benchmarks should look like their actual portfolios.

Clients Now See What They Paid For

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We've found that good advice helped our clients keep calm in 2022.

Crypto Investors Had Their Funds Frozen. Now They Might Have To Pay Taxes Too

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“You lose all your money and then they send you a tax bill,” one investor said. “And there's nothing you can do.”

Investors Need To Prepare For Era Of 'Big Government,' BofA Says

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Capital is going to cost more in the future, a new strategy report said.

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