Articles for Advisors

A Reward From Inheritors?

Advisors who handle the wealth transfer from a client to the client’s beneficiaries have, for at least a short time, a working relationship with those people who are receiving the inheritance.

 

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Do Your Clients Fear A Recession?

Spectrem surveyed more than 800 wealthy investors to ask them if they believe a recession will occur before the next presidential election in November of 2020. We are more than 10 years removed from what is known as the Great Recession of 2008, and have been seeing steady economic recovery ever since. Is it time for the markets and the economy to readjust?

 

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When A New Company Emerges

As part of its monthly research with investors, Spectrem adds questions to its surveys that deal with new trends or topics that might be of interest to wealthy investors. In July, investors were asked if they have any interest in investing in companies that are involved in space exploration or tourism.

 

 

 

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Marijuana As An Investment Option

Between the growth, refining, distribution and marketing of marijuana, investors have the chance to be financially involved in a market that appears to be headed toward a wider level of acceptance, both socially and financially.

 

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Financial Planning Primer

 The study Defining Financial Planning asked investors a set of specific questions surrounding the entire concept of a financial plan. These questions do not fit into a definite category of research, but examine some of the specific motivations that trigger the desire to have a set of financial goals and a process for working toward them.

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Reach For The Sky

In July, when all three major stock indices – the Dow Jones Industrial Average, the S&P 500 and the NASDAQ – all reached record highs, Spectrem surveyed investors to see just how high they believe the market will go through the rest of 2019. At the time of the survey, the Dow Jones had topped 27,000 for the first time, so investors had that number in their sights as they made their decision.

 

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Blog: The Formidable Fiduciary

Eugene Maloney of Federated Investors was a leader in understanding and supporting all things fiduciary.  I want to spend a few minutes passing on some of the lessons I learned from Gene and why they remain incredibly important in a changing regulatory environment.

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