Wealth Management Daily Memo

JANUARY 24, 2020

RETIREMENT PLANNING

Just OK Is Not OK for Retirement Income

David Lau

It’s time to evolve from outdated, investment-only portfolio biases.

WEALTHCASTS

Michael Kitces' #FASuccess Podcast: Gabriel Shahin's Growth Strategy

Michael Kitces

Falcon Wealth's Gabriel Shahin explains how he spends 10% to 20% of his revenue on marketing in order to grow his firm.

SPONSORED CONTENT

Retirement Plan Benefits: More Than Just a Recruiting Differentiator

Sponsored by ADP

Recruiting the right talent is certainly a big driver of employee benefit program offerings. But new research shows that benefits like retirement plans and financial wellness programs can pay even more bottom-line dividends.

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BUSINESS PLANNING

Eric Lawton

How busy entrepreneurial advisors build wealth and success.

SPONSORED CONTENT

The Role of Alternatives in Retirement

Sponsored by XA Investments

Are you planning for the next 20 years or the next 100 years?

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