WealthManagment.com Daily Memo
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| PEOPLE | | | | | | Patrick Donachie | | Michael Markey, the head of Legacy Financial Network, has submitted signatures to compete for the Republican nomination to unseat Democratic Gov. Gretchen Whitmer, according to the Detroit News. Additionally, an Montana-based advisor is running as an independent to unseat a Republican incumbent in Congress. FULL ARTICLE |
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| CELEBRITY ESTATES PODCAST | | | | David H. Lenok | | A musician's catalog is a complex asset and requires specific planning both before and after a transaction. LISTEN NOW |
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| SPONSORED CONTENT | | | | Sponsored by CAIS | | Read our in-depth analysis of the potential investment implications from the Russian invasion of Ukraine as viewed by asset managers on the CAIS platform. LEARN MORE |
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| REAL ESTATE | | | | Patricia Kirk | | Co-working operators are experiencing a higher percentage of workers returning to the office than traditional landlords. FULL ARTICLE |
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| RETIREMENT PLANNING | | | | Suzanne Woolley | | A new study finds 45% of investors aged 18 to 35 are waiting for more “normal” times to start saving. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Securian Financial | | Watch as Ted Schmelzle, Second Vice President, Customer Operations at Securian Financial Group discusses maximizing the pooled employer plan opportunity. WATCH NOW |
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| THE HEALTHY ADVISOR PODCAST | |
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| Finding Balance With Dr. Travis Parry | |
| Diana Britton | |
| When his father passed away suddenly, Dr. Travis Parry, then a financial advisor, fell into a workaholic trap, as he had to clean up the financial mess left behind. He’s since devoted his career to helping advisors not fall victim to the same traps. LISTEN NOW |
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| SPONSORED WEBINAR | | | | Sponsored by Harbor Capital | | In this webinar on Thursday, March 24th, renowned behavioral economist Dan Ariely, Co-founder & Partner of Irrational Capital will discuss the link between human capital and equity value. REGISTER NOW |
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