Morning Memo
Wealth Management Morning Memo

JULY 4, 2018

INDUSTRY

How Well Do You Know United States Geography and Demographics?

If you get more than half right, count yourself a statesman or stateswoman of the first order.

FULL ARTICLE

RETIREMENT PLANNING

Investing for Independence

Independence means something different to each of your clients. By getting to know them and understanding their intentions, advisors will be in the best position to provide financial and life guidance that’s in line with their specific goals.

FULL ARTICLE

TECHNOLOGY

These Technologies Can Help Clients Age In Place

Traditional planning won't keep clients out of facilities and safe at home. They need a new type of technology-enabled assistance.

FULL ARTICLE

The Daily Brief

Editor's Note

The Daily Brief is taking off Wedneday to celebrate the Fourth of July. It will return on Thursday, July 5, 2018. Thanks, and Happy Independence Day from the WealthManagement.com team.        

READ PAST EDITIONS OF THE DAILY BRIEF