WealthManagment.com Daily Memo
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HIGH NET WORTH | | | Jody R. King and Aimee Fukuchi Bryant | Seven key provisions of the new law explained. FULL ARTICLE |
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ETFS | | Aniket Ullal, CFRA Research | Nearly 70 new ETFs made their market debuts in September. That included 21 bond ETFs, one commodities ETF, 41 equities-based ETFs and six target date/multi-asset ETFs. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Nationwide | Social Security insights and actionable planning steps. LEARN MORE |
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WEALTH MANAGEMENT EDGE PODCAST | | Nabia Jenkins-Johnston | The founder of law firm Kelley Hunt & Charles discusses legal changes in the way we do business and perspectives on diversity and inclusion. Sponsored by iShares
LISTEN NOW |
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RETIREMENT PLANNING | | Suzanne Woolley | Workers in the US are increasingly concern about potential cuts to Social Security benefits in the coming decade. FULL ARTICLE |
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| | Diana Britton | Vice President of Portfolio Consulting Gary Quinzel likes large-cap developed international equities, value stocks and is implementing a barbell strategy for both U.S. Treasuries and municipal bonds. FULL ARTICLE |
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