Client Conversations: How the SECURE Act May Impact Your Clients’ Estate Plans
After establishing an estate plan, it is essential to regularly review it in its entirety to ensure that your client’s will or trust still aligns with their long-term goals and expectations. While this can be done on an annual or quarterly basis, it is also important to return to their plan after a major life […]
Client Conversations: Answering Questions on Alternative Investments
From working with clients, advisors are well aware that for many people, the first two things that come to mind when thinking of investing are stocks and bonds. However, with the plethora of other options available outside of these more conventional assets, alternative investments may be an area you choose to explore together. To help […]
Client Conversations: Answering Questions on Cryptocurrency and NFTs
Over the last decade, alternative investments have increased in both popularity and accessibility as individual, retail and institutional investors seek to diversify their portfolios. According to Harvard Business School, this is primarily due to the global financial crisis, which saw the value of traditional investments plummet. In that same period of time, digital assets like […]
Client Conversations: 7 Planning Tips for Newlyweds
Wedding season has officially started, and experts predict that 2022 will be one of the busiest years the industry has ever seen. If estimates provided by the New York Times are accurate, there will be at least 2.5 million weddings this year—the most since 1984, with many people having pushed out their nuptials due to […]
Client Conversations: 7 Things Clients Need to Do in the Decade Before They Retire
Have you ever wished that there was a simple retirement roadmap – one that outlines each person’s path to financial security featuring days spent with family, vacations, and blissful moments of relaxation? Of course, there’s no one-size-fits-all way to help clients reach their retirement goals. What they need and how you’ll get there depends on […]
Harbor Capital Advisors: Tips on Leveraging Commodities as an Inflation Hedge
Watch Harbor Capital Advisors’ Spencer Logan as he discusses tips on leveraging commodities as an inflation hedge.
5 Questions with Swan Global Investments: Is the End of the Bond Bull Market the Rise of Hedged Equity?
Consider a rock climber, seeking to consistently reach higher, but inserting pitons for safety into the rocks in case they suffer a misstep or a fall. Within investing, a hedged equity strategy may perform the same function – allowing investors to grow with the equity markets but may provide extra security when it’s needed. TIFIN […]
5 Questions with BrightPortfolios: Investing in Line with Christian Values
At TIFIN Grow, we believe that with investment personalization, it’s critical to help clients invest in what matters most to them. This should not end at clients’ religious beliefs. We sat down with BrightPortfolios, a firm that offers asset allocation portfolios and automated solutions to financial advisors, to learn more about solutions within this growing […]
A Conversation with Breakwave Advisors: The Impact of Global Trade and Geopolitical Conflict on Dry Bulk Shipping Markets
Viewpoints investors, one of the TIFIN Financial Personality types, are interested in the emerging technologies, industries, and trends shaping the future. We sat down with Breakwave Advisors, creators of the Breakwave Dry Bulk Shipping ETF (BDRY), to learn more about one such industry, dry bulk shipping, and how it has been impacted by recent global […]
5 Questions with Procure: The Importance of Satellite Communications in Modern Combat
When people think of investing in space, a key theme within the Viewpoints Financial Personality, they may not realize that satellites are an integral part of the sector. Satellites are of key importance for a variety of practical uses and current events have highlighted their value during geopolitical conflicts. We spoke to ProcureAM to learn more […]