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Advisor TalkingPoints: Prepare for client interactions with this review of the decade and year that just ended, plus a look at the dichotomy between manufacturing and services, job growth, and a peek ahead.
Chart Talk: Examine the trajectories of the 1990–1991 and 2007–2009 recessions and recoveries, comparing them side by side.
Reduced central bank liquidity injections, higher asset prices and increased volatility are some of the risks investors face in the year ahead, according to Allianz’s Mohamed El-Erian and Wharton’s Jeremy Siegel.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024