WealthManagment.com Daily Memo
Wealth Management Daily Memo

NOVEMBER 3, 2020

ESTATE PLANNING

A Biden Win Would Bring Renewed Focus on Estate Planning for Advisor Growth

Six important takeaways for financial advisors should Joe Biden become the 46th President of the United States.

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EQUITIES

Six Investors Size Up Trump’s $9 Trillion Stock Market Bull Run

There's no denying that some of President Trump's policies have helped boost stocks during his first term in office.

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In Focus: U.S. Inflationary Forces

Investors might need to think about inflation differently as existing frameworks may no longer be useful—new lenses may be required.

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REAL ESTATE

Nuveen Real Estate CIO Carly Tripp: “It’s Definitely a Good Time to Potentially Add Real Estate to Your Portfolio”

Tripp discusses why investors should be looking at more real estate options and which properties might offer lucrative returns.  

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SPONSORED CONTENT

Podcast: Taking the Leap to the RIA Model

Learn how this team pushed through discomfort to pursue the potential growth of becoming an RIA.

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Wealthies Circle Spotlight

The Auditor and the Referral

A story about an unexpected connection.

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