Financial Insights on the Tail of the Pandemic Swan

“Clients want to hear from you about economic events and how they affect their wealth and investments. This is a time of huge financial uncertainty, and clients and prospective clients want your guidance,” Samantha Russell writes in Advisor Perspectives. “The pandemic has brought current events to the forefront,” she notes. As far as black swan events go,...

The Short and Long of the U.S. Labor Shortage

“Millions are out of a job. Yet some employers wonder: Why can’t I find workers?” reads a recent NPR Morning Edition headline. Post-COVID, some industries are thriving and eager to hire. After the loss of 22 million jobs over the course of the pandemic, with only a little over half of those since recovered, one...

The Big Bad Tax Hike—Calming Client Fears

The Biden administration has made no secret of its intention to effect tax hikes, identifying the two prime targets as corporations and individuals making more than $400,000 annually. While it remains unclear just how much of this tax-raising agenda can progress from proposal to law, your clients are being told daily by the talking...