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Manage client expectations through the midterms

Nationwide Financial

How could the midterm elections affect the economy? With all the uncertainty around the election outcomes, it’s hard to say what the impact on the economy will be after Election Day. That has helped sustain the economy through the COVID recovery, but seems unlikely to continue under divided government. See chart below.)

Clients 116
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Watch: Insights on the upcoming midterms

Nationwide Financial

To help financial professionals and their clients stay informed during this election cycle, watch this Nationwide webinar with insights on the midterms from a political and financial perspective. The potential impact on the markets and economy. The potential impact on the markets and economy.

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5 Benefits of Hiring a Financial Services Marketing Agency

Indigo Marketing Agency

When the economy is changing all the time, you need more than just a good business plan to stay ahead of the competition. Strategies Specially Made for Your Subset A digital marketing agency for financial services doesn’t handle every client the same way when they’re selling financial services.

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The Wealth Management Digest

Zoe Financial

We have a new white paper called “Welcome to the Jungle,” written by industry consultant Mark Hurley. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Economies and markets fluctuate.

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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. And we all had different backgrounds and different investment ideas and different clients like us clients are very different from clients in other countries. Are, are the clients primarily retail? They would come here as well.

Assets 148
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Indexed Annuities: The New Retirement Pensions?

Tucker Advisors

So, in an expansionary economy, they’re great. In a recessionary economy, the stock value goes down and its dividend often disappears. Our approach is that we’re trying to leave as much outside the annuity as possible but still make sure that the client has zero lifestyle risk. Sources: 1. Investopedia.com 2.

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Investment Perspectives - The Great Debate

Brown Advisory

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. In short, indexing should be seen as part of the toolkit available for addressing a range of client objectives. In short, every situation is different.