4 Ways to Prepare Client Financial Plans for Inflation and Potential Recession

RELATED CONTENT

3 Ways to Inflation-Proof Portfolios

We don’t know whether today’s inflation—at its highest in four decades—augurs a new normal, but these approaches can help prepare client portfolios for what may come.

Gearing Up for an Aggressive Series of Rate Hikes

Advisor TalkingPoints: Here is the essential background for talking to clients about today’s stiff headwinds from inflation, an increasingly hawkish Federal Reserve, the 10-year Treasury yield approaching 3%, and upcoming rate hikes of 50bp this year…

3 Planning Steps We Take to Review Client Tax Returns

Reviewing client tax returns creates many opportunities to suggest proactive ideas not just for tax-planning, but for investment planning as well. Take a look at how they use the process at Taylor Financial Group to add value and deepen relationships.