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Wealth Management Daily Memo

AUGUST 16, 2024

Wrongfully Detained Americans Welcomed Back with IRS Penalties

The agency doesn’t have the authority to fully forgive fines and interest.

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EQUITIES

Are Rate Cuts Good for Equities?

Ask "why is the Fed cutting rates?” rather than just focusing on the cuts themselves.

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SPONSORED VIDEO
Why Active Management in Loans?

Sponsored by Eaton Vance

Active loan management can offer benefits over passive.
Watch Now >

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RETIREMENT PLANNING

Equity Trust Company Launches a Single-Platform Self-Directed IRA for Alternatives, Traditional Assets

Universal IRA aims to eliminate the need for investors to manage multiple self-directed portfolios to access alternatives.

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PODCAST

The Diamond Podcast for Financial Advisors: John Bowen on How to Build a 'Dream Team'

Industry coach John Bowen offers actionable advice on mastering the art of team dynamics.

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WEBINAR
BeFi, AI, Oh My! Why Client Engagement Matters in the Digital Age

Sponsored by Orion Advisor Technology

Join us on Tuesday, August 27, 2024, to learn how to leverage technology for better client engagement and deliver more personalized and impactful advice.
Register Now >
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