WealthManagment.com Daily Memo
Wealth Management Daily Memo

SEPTEMBER 8, 2020

ESTATE PLANNING

The Two Estate-Planning Documents Clients Need for College-Bound Kids

The pandemic has underscored their importance.

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ETFS

Tech and Energy in Demand Despite Wide Return Gap

The recent spread of 78% between the top performing and bottom performing S&P 500 sectors was higher than any calendar year in the past two decades.

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WEALTHMANAGEMENT.COM MID-YEAR OUTLOOK

Client Engagement Beyond the Pandemic

While testing is becoming widespread and vaccine development is underway, it's clear that our lives and livelihoods will not return to normal for a long time.

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INDUSTRY

Dear Wall Street, Your Boss Wants You to Come Back to the Office

Now that Labor Day has come and gone, many who were given the option of working from home are itching to learn what comes next.

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SPONSORED CONTENT

The Case for Long/Short Equity Funds as Volatility Rises

Learn why long/short equity strategies are in focus now.

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