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A resolution to cover the topics advisers value most
We resolve to increase the breadth of topics we bring to our adviser audience because we know clients are expecting and needing more right now.
Investing depends upon a stable government
Clients look to advisers for stability — especially when everything we thought as a nation about our republic was thrown into question in just a few short hours
Advisers must examine college savings strategies to get clients to their goals
Schooling remains crucial for career prospects, but with tuition sky high many parents are questioning college savings and the value of an education
End the confusing muddle of advice standards
Establishing an easily understood rule for advisers shouldn't be this difficult
Congress must set aside differences and put savers first
Legislation that helps people build their nest eggs is more necessary than ever, given the retirement savings of U.S. workers are still far from where they should be
Reflections on a year of change
The tremendous changes over the past year represent the shifting sands of the industry, as well as a great deal of accomplishments from the IN team
DOL’s ESG rule an instance of America’s divide
It appears unlikely a Biden administration would be able to overturn the rule
Advisers can’t always rely on market performance
Volatility is quickly becoming a way of life post-pandemic, and the rally of the past decade may be giving way to a new era of market turbulence
Lessons from the experts
For advisers and their client, there is no one best way to invest
Planning for uncertainty around Social Security
The shutdown caused by the pandemic threw millions of people out of work, which cut into the FICA payroll taxes that fund Social Security payments