WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 15, 2020

ESTATE PLANNING

Estate Planners Are Wary of 2020 Election

Clients may not be so excited to see President Trump potentially go.

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ETFS

Inflation Steps Up

Interest rates likely headed higher, too.

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2020 OUTLOOK

Evolution, Not Revolution!

Plan your business evolution. Set a goal of what the end will look like and then prepare yourself mentally that you will not have a finished result quickly.

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WEALTHCASTS

Michael Kitces' #FASuccess Podcast: Kelly Shikany's Career Path Under the Employee Model

Lakeside Wealth's Kelly Shikany describes why she decided not to hang her hat as a solo advisor and instead spend her career at existing established advisory firms.

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