Wealth Management Morning Memo

OCTOBER 17, 2018

ESTATE PLANNING

Just Say No - To Charity?

Robert T. Napier

Encourage clients to gift now rather than as part of testamentary planning.

RETIREMENT PLANNING

The Roth IRA Upside of the Market Downturn

Michael J. Jones

Low tax rates could provide conversion opportunities for clients.

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FIXED INCOME

MLPs and Rising Rates: What Makes This Time Different?

Stacey Morris

There are several factors that have historically allowed MLPs to mitigate the negative effects of rising interest rates, particularly in comparison to other yield vehicles such as REITs and utilities.

The Daily Brief

PEOPLE

eMoney Advisor Founder Edmond Walters Joins AdvisorStream

Samuel Steinberger

Edmond Walters brings more than 20 years' experience to the digital marketing platform built for financial advisors.

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