Retirement income, annuities, 401(k) plans and decumulation, for advisors building income for clients. Picked by our desks.
5 videos and podcasts · new this week: 5
The episode touches on market breadth, falling valuations, risk appetite, philanthropy, and property tax views that can inform client conversations about markets and financial planning. It is framed as broad market commentary rather than specific investment guidance.
Advisors fielding client questions about election-year politics get a concise framing of one firm's argument that political outcomes matter less to markets than investors assume. It is also a prompt for discussing how political risk aversion can shape client behavior around elections.
New manager videos, podcasts and our own retirement & income stories on My Desk and in your morning edition.
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