Morning Memo
Wealth Management Morning Memo

SEPTEMBER 6, 2021

RETIREMENT PLANNING

Capital Gains Strategies to Keep Clients on Track for Retirement

Potential changes from the Biden administration and the specter of retroactivity loom large.

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ETFS

Fund Managers Feel Heat in SEC Crackdown on Overblown ESG Labels

The SEC is following the money: Few businesses are booming in high finance like sustainable investing, as governments, pension plans and corporations all seek to lower their carbon footprints and be better public citizens.

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SPONSORED CONTENT

Better Together: An All-Weather Approach to Fundamental and Market Cap Weighting

Investors who believe that the mean reversion we have seen recently is a false start might favor an exclusive allocation to market capitalization weighting.

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ALTERNATIVE INVESTMENTS

Day-Trading Army Goes All-In on NFTs as Meme-Stock Mania Ebbs

Day traders are going all-in on computer-generated avatars, leaving rival speculative trades like mainstream cryptocurrencies and meme stocks in the dust.

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BUSINESS PLANNING

The One Key Habit that Sets Elite Advisors Apart

The end of summer has created the ideal opportunity for advisors to revisit their achievement cycle: set professional and personal goals, determine activity patterns and reactivate.

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