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With equity markets at record highs, bond yields low, and anticipation of higher interest rates, many experts predict lower returns in the years ahead. Here we discuss how to position client portfolios for tougher conditions—and how to effectively explain your reasoning to clients.
ChartTalk: It’s official. The return in the 13 years following the 2008 stock market crash has been terrific. In this article, our expert examines this period of unusual returns on stocks and bonds and puts it into perspective.
Help clients stick to their resolutions this year—especially financial ones—with the tips in this month’s client letter template. Plus offer an overview of 2021 market performance and a look at what to expect in 2022.
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The AI-Powered Financial Advisor
Begins October 24, 2024
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