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Events in the Middle East may have put some of your clients on edge. This is the moment you demonstrate your value. Here are eight practical steps for you to review with clients when geopolitics rocks the markets.
ChartTalk: War in the Middle East threatens to strangle oil and natural gas shipments. The Strait of Hormuz is a natural chokepoint. What products—and which importers—are most at risk?
ChartTalk: Risks abound. What are the greatest ones the world is likely to face? This infographic sums up experts’ expectations of the greatest threats facing us.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
March 23–26, 2026
The AI-Powered Financial Advisor
Begins April 2, 2026