WealthManagment.com Daily Memo
Wealth Management Daily Memo

JULY 13, 2020

CELEBRITY ESTATES PODCAST

Arnold Palmer and Investing in Wine

What does a wine investment entail, monetarily and logistically, and how do you plan for it?

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INDUSTRY

PPP Data Errors Raise Questions About Effectiveness of Stimulus

The PPP was designed to keep employees of small businesses on payroll during the pandemic. Out of almost 4.9 million loans, the number of “jobs retained” is zero for 554,146 and blank for 324,122. Seven loans list negative job numbers.

RELATED:  Small Advisory Firms May Have Received $678 Million in PPP Loans

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SPONSORED CONTENT

How Age Impacts Financial Advisors’ Considerations for Moving Their Books

The most important aspect with any of move is how they could impact your clients. Download this white paper to find out more.

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ETFS

Billions Flow Into Quant ETFs Behaving Just Like the S&P 500

Some of the most popular smart beta funds don't seem that smart.

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SPONSORED WEBINAR

Realizing Uncapped Potential in Defined Outcome ETFs

Attend this timely webinar on July 16 as our presenters cover how structured outcome ETFs are defined, a new type of ETF that includes a "buffer" strategy while removing hard participation cap, and more.

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