Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
Exclusively for financial advisors, Putnam’s wealth management team leads a call on recent budget proposals and how investors can prepare for this tax season. Topics include: Post-government shutdown update:...
President Obama’s decisive re-election this week brought some clarity to investors, but the critical issues of averting the impending fiscal cliff and resolving the debt ceiling remain before Congress....
Since October 2008, the federal government’s Transaction Account Guarantee (TAG) program has provided unlimited FDIC insurance on businesses’ non-interest-bearing transaction accounts, which are generally used to meet short-term liquidity...
Since the 2008 financial crisis, regulators at the Securities and Exchange Commission have been seeking ways to make money market funds safer. But their most recent proposals have some...
What financial advisors can learn from behavioral finance The surge in volatility in the third quarter affected a wide range of assets and made a mockery of portfolio diversification...
While the recent stock market has undoubtedly challenged client nerves, it can present attractive financial planning opportunities for certain savvy clients. Consider the following: Converting to a Roth IRA...
A Senate proposal to eliminate the tax–exempt status of municipal bonds may change the municipal bond market after 2011 and is an important piece of legislation to follow in...
With interest rates on money market accounts and deposit savings at record lows, and yields on many other conservative fixed-income investments not much higher, investors are looking for new...
On February 14, 2011, President Obama unveiled the U.S federal government budget for fiscal year 2012, which includes steps to reduce the federal budget deficit by over $1 trillion...
The start of a new year can be a good time to discuss portfolio rebalancing with your clients. Given the volatility in both the equity and bond markets during...
