WealthManagment.com Daily Memo
Wealth Management Daily Memo

JUNE 1, 2020

CELEBRITY ESTATES PODCAST

Mitzi Purdue on How to Make a Family Business Last

Mitzi Perdue, the daughter of Sheraton Hotel's co-founders and wife to the late chicken icon, Frank Perdue, shares advice on how to develop a culture that supports keeping the business in the family.

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TECHNOLOGY

Mid-Pandemic Data Shows Strengths of Digital Platforms, Approach

Digital investment management shone in the midst of the pandemic, providing insights into planning, automation and scalability.  

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SPONSORED CONTENT

90 Years of Bulls and Bears

This brochure helps clients see how investors fared through nine decades of ups and downs.

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FIXED INCOME

Fed Should Resist Market Pressure to Do More

The consequences of additional action outweigh the potential benefits.

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CORONAVIRUS COVERAGE

REGULATION AND COMPLIANCE

Ritholtz CEO Josh Brown Knocks PPP Criticism as More Firms Disclose Loans

Ritholtz Wealth Management was one of several firms to disclose it received a Paycheck Protection Program loan to help with expenses amid the coronavirus pandemic, according to Form ADVs submitted to the SEC.

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CLIENT RELATIONS

Be A Financial Doctor

Much like physicians treating sick patients, financial advisors must assess the situation, make a recommendation and explain to clients the risks so they can make an educated decision about their financial health.

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COLLEGE PLANNING

Coronavirus Shakes Colleges But 529 Plans Stand Firm

Tax-advantaged savings vehicles remain a smart choice for most parents, even as higher education is being transformed.

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SPONSORED CONTENT

Discover the Difference Responsible Investing Makes

Impact should be material and measurable.

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