How to stay ahead of the tax law changes impacting investors today

Posted by Communications Staff on Oct 22, 2019 4:18:21 PM

Tax law has always impacted financial planning, and that’s especially true in the last couple of years since the passage of recent tax law reform. For financial advisors and wealth managers, it’s especially important to stay on top of the situation.

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Topics: investments, wealth, retirement

RMA Certification is endorsed by Merrill Lynch

Posted by Communications Staff on Aug 27, 2019 9:01:00 AM

The Investments & Wealth Institute is pleased to announce that Merrill Lynch joins several other financial firms in their endorsement of the Retirement Management Advisor®  (RMA®) certification.

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Topics: investments, wealth, retirement, financial advisors

Lowered Returns Demand Lowered Expectations — Richard Marston

Posted by Linda Corman, guest contributor on Apr 3, 2019 3:12:13 PM

The robust returns of the postwar decades are history and alternative investments can’t make up the difference, so investors need to adjust to a new world of lower returns, according to Richard Marston, a finance professor at The Wharton School of the University of Pennsylvania. Marston was a principal speaker at Investments & Wealth Institute’s recent Investment Advisor Forum.

Spending plans for retirement and endowments up until recently have been based on returns attained in the five decades...

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Topics: investments, wealth, retirement

The Healthy Tortoise Economy Will Amble On — David Kelly

Posted by Linda Corman, guest contributor on Mar 26, 2019 6:30:00 AM

Although global growth will slow in the coming year, what is already the longest expansion ever will continue, according to David Kelly, chief global strategist and head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. Kelly was a principal speaker at Investments & Wealth Institute’s recent Investment Advisor Forum.

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Topics: retirement, retire

Shifting Client Conversations from Yield to Cash Flow

Posted by Admin on Aug 8, 2018 6:00:00 PM
When meeting with financial advisors, we’re consistently hearing concerns that retirees may feel challenged to generate sufficient income to meet everyday expenses in this low-interest-rate environment. As a result, they may be tempted to pursue certain high-yielding investments, without fully understanding their associated risks. But yield, of course, is only one form of income, and it should not be the sole focus of a retirement income strategy.   We found that investors looking for income...
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Topics: investments, economy, wealth, retirement, retire

Welcome to The Institute Blog:  Investment Sense - Advanced analysis for today’s savvy advisors

Investment Sense provides expert thinking on the relevant topics that impact your business along with  updates from the Institute that will keep you up to speed on important happenings at your professional association. Industry experts—practitioners, academics and economists—will provide the latest thinking on today’s important topics, and you’ll hear from Institute volunteers and staff on association news that impacts your membership and certification.   

 

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