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With the recent invasion of Ukraine, tensions between Russia and the rest of the world are finally beginning to affect markets. Here is how to address market volatility with your clients—and actions to consider for their accounts.
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.
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Savvy Tax Planning School for Advisors
With Jeffrey Levine, CPA/PFS, CFP®, CSW®, MSA and Debra Taylor, CPA/PFS, JD, CDFA
November 2–3, 2023
New York City
The Discovery Meeting Workshop: Transform Your Discovery Process
October 23–24, 2023
Video Boot Camp Workshop
Exclusively for Master Members
Begins October 5, 2023
IRA Planning Workshop: SECURE Act Strategies for Guiding Clients Right Now
With Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA
Begins November 9