Wealth Management Morning Memo

JANUARY 6, 2018

EQUITIES

Nine Bold Market Predictions for 2018

Michael Thrasher

Most think the market will be up next year. But opinions vary on how, why and what threatens it.

EQUITIES

Bob Doll’s 10 Predictions for 2018: From a Smooth Gallop to a Bumpy Grind

Diana Britton

The Nuveen equity strategist’s predictions for the economy, the markets and the mid-term elections.

TRUMP TAX REFORM

Wealth Planning After the New Tax Law – Part 1

Martin M. Shenkman, Jonathan G. Blattmachr, Joy Matak and F. Ladson Boyle

How to employ ESBTs as part of an overall wealth transfer strategy.

TRUMP TAX REFORM

IRS May Limit Ability to Deduct Property Tax Prepayments

Ivan H. Golden

What could this recent advisory mean for your clients?

RETIREMENT PLANNING

Social Security Disability and Your Clients: The Real Story

Mark Miller

A primer on Social Security Disability Insurance, the program’s largely misunderstood non-retirement benefit.

ETFS

Larry Swedroe: ETFs? We Hardly Use Them

Michael Thrasher

Buckingham Strategic Wealth’s director of research shares what he thinks are the limitations of exchange traded funds and what attendees should seek out at conferences like Inside ETFs.

CLIENT RELATIONS

Advisors Face an Impossible Problem

Avi Z. Kestenbaum

We have to lead by example, and it has to start much earlier.

CAREERS

How to Work Hard Without Burning Out

Matt Oechsli

Find the healthy balance that works for you.

FIXED INCOME

The Best Investment of 2018

Jonathan Clements

Thanks to the new tax law, carrying a large mortgage may no longer be a smart financial strategy.

HIGH NET WORTH

Next-Gen Donors: Sara Ojjeh

David H. Lenok

Some insight into the charitable origins of the globe-trotting philanthropist and TAG Group heir.