A Fragile Decade: Are You Addressing the Sequence of Returns Risk with Your Clients?
You guide your clients through plenty of risks as they prepare for retirement. After all, retirement is a long game that has many parts to manage, such as taxes, health care costs, inflation, and market risk. When it comes to investing, it’s understood that actual returns will vary significantly from year to year depending on […]
Impact Investing: What It Is and How It Can Impact Your Clients Retirement
Driven by Millennials and Gen X interest, impact investing can act as a catalyst for retirement saving as individuals focus on a impactful investment —from sustainable agriculture to renewable energy, conservation, and micro-finance. In addition to the macroeconomic trends in sustainable investing, updates from regulatory agencies, shifting consumer investor preferences, and demographic changes across the […]