Client Conversations: Estate Planning with Digital Assets
In the last decade, the need for establishing a digital estate plan has increased significantly, as technology has continued to permeate our daily lives in the form of social media accounts, NFT holdings, crypto and other blockchain accounts, and more. Thus, the question arises as to who will have access to your clients’ account information […]
Financial Planning for the LGBTQ+ Community
As a financial advisor, you’re well-versed in speaking to today’s surging inflation, ongoing market volatility, and anticipated recession—it’s a key part of the job. However, notably during June’s Pride Month and throughout the year, it’s important to recognize the potentially unique impact these market forces may have on a certain subset of your clients and […]
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 […]