The Latest Look at the Total Return Roller Coaster
Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation? The purchasing power of your investment has increased to $12,854 for an annualized real return of 5.03%.
Achieving Financial Fitness: A Checklist for Your Female Clients
Numerous surveys show that women often defer to their male partner regarding financial decisions. By doing so, they may be tragically unprepared to deal with their financial affairs in the event of divorce or death of a spouse. But there’s a solution: get women involved in financial planning by sharing your knowledge. Our free checklist details key steps toward helping female clients understand and gain control of their finances.
Living in a World of Radical Uncertainty
Suppose that three months ago someone had asked you what the probability was that a virus would cause the stock market to crash in 2020 – not a computer virus, mind you, but a microorganism. You might have said the probability was infinitesimal. You might have said one in 10,000. Or you might have done a study – albeit utterly lacking in statistical significance – of what happened to the stock market when diseases spread in the past.
Advisor Marketing for Those who Hate Marketing
Given the instability that the coronavirus has created, what I am going to say may sound highly unusual. This is a great time for financial advisors who can offer a higher level of service and deliver more to their clients. But how do you humbly and graciously communicate that without putting on “the marketing mask?”