Wealth Management Morning Memo

DECEMBER 22, 2021

RETIREMENT PLANNING

Whip Inflation Now! (And in the Future)

Kevin McKinley

Don’t let fears of higher prices derail your clients’ finances.

INSIDE ETFS PODCAST

The Impact of the Pandemic on ETFs with Michael Arone

Douglas Yones

State Street Global Advisors' Michael Arone reveals how the pandemic has impacted the way investors and advisors are building their portfolios, and shares his opinions on enhancing your portfolio as new variants emerge.

SPONSORED CONTENT

A Potential Low-Cost Solution for Home Country Bias

Sponsored by Goldman Sachs Asset Management

By favoring local companies, are investors missing out on attractive investment opportunities beyond US borders?

RETIREMENT PLANNING

2022 Outlook: What Trends RPAs Should Monitor

Ed McCarthy

Industry experts share their insights on what 2022 might bring.

REAL ESTATE

A New European Real Estate Securitization Platform Steps into the U.S.

Beth Mattson-Teig

Estating allows qualified investors to participate in direct real estate investment from their securities accounts.

FASTCHAT VIDEO

Going Independent Just Got Easier

Sponsored by LPL Financial

Watch as Kimberly Sanders, SVP, Business Development - LPL Strategic Wealth Services and Mike Ashworth, Advisor, Ashworth Financial Group, discuss going independent and how LPL Strategic Wealth Services fully integrated program is designed to help you with every step of the move to independence.