WealthManagment.com Daily Memo
 
Wealth Management Morning Memo

OCTOBER 12, 2023

HIGH NET WORTH

Massachusetts Passes $1B Tax Reform Package

Seven key provisions of the new law explained.

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ETFS

September’s Blockbuster Month of ETF Launches: Part 1

Nearly 70 new ETFs made their market debuts in September. That included 21 bond ETFs, one commodities ETF, 41 equities-based ETFs and six target date/multi-asset ETFs.

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SPONSORED CONTENT

Client-Approved Social Security Guide

Social Security insights and actionable planning steps.

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WEALTH MANAGEMENT EDGE PODCAST

Casting a Bold and Impactful Vision with Aisha Hunt

The founder of law firm Kelley Hunt & Charles discusses legal changes in the way we do business and perspectives on diversity and inclusion.

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RETIREMENT PLANNING

Social Security Bump Won’t Calm Retiree Money Worries

Workers in the US are increasingly concern about potential cuts to Social Security benefits in the coming decade.

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Investment Strategies

Top RIAs on The Current Investing Climate: Wealth Enhancement Group

Vice President of Portfolio Consulting Gary Quinzel likes large-cap developed international equities, value stocks and is implementing a barbell strategy for both U.S. Treasuries and municipal bonds.  

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