Morning Memo
 
Wealth Management Morning Memo

JUNE 16, 2022

HIGH NET WORTH

Interest Tracing Explained

By anticipating borrowing needs and identifying asset acquisitions, advisors can determine how to maximize a clients' interest expense deductions.

FULL ARTICLE

Advertisement

THE HEALTHY ADVISOR PODCAST

Reducing Employee Burnout With Gabriela Mauch

Contrary to popular belief, financial services employees are not working long hours, according to a recent analysis. But ActivTrak’s Gabriela Mauch says the industry still has a way to go toward managing burnout.

Sponsored by United Planners Financial Services

LISTEN NOW

SPONSORED CONTENT

Are You Charging Enough? Tips For Setting Fees

If you’re like most advisors, you’re separating fees for financial planning from investment management – but what’s the right price tag? Here’s how successful advisors are setting fees now.

READ MORE

REAL ESTATE

Publicly-traded REITs Weather a Repricing Period

REIT balance sheets remain strong and management teams believe they are prepared to weather any economic setbacks.

FULL ARTICLE

ESTATE PLANNING

New SLAT Law Shines, But Some Taxpayers Will Get Burned

Florida passes SLAT-friendly legislation to ensure that none of the alligators that populate its legal waters will take a bite out of anyone’s estate.

FULL ARTICLE

SPONSORED WEBINAR

Is an Inflation Supercycle Coming? Consider Value Equities

Join this webinar on June 28th, as we explore inflation supercycle, quantitative easing, and oepration stability: a critical success factor for companies operating in this new environment.

REGISTER NOW