• 26% of Americans indicate they’ve become more cautious with their money as a result of events surrounding the 2016 presidential campaign.Bankrate Money Pulse Survey, 2016
  • 70.3% of advisors polled by Financial Advisor magazine said their clients are more worried than in past presidential election years about who will become the next U.S. president. – Financial Advisor magazine, 8/3/16

Uncertainty in the equity market tends to rise along with rising political uncertainty. Uncertainty over who the incoming president will be and what policies they may change or introduce can weigh on markets.

To have meaningful conversations with clients, while helping them keep the election in perspective and stay focused on their goals, it’s wise for you and your staff to review the message you want to communicate as you respond to questions and concerns.


Easy ways to improve your website

One of the primary goals of your website is likely to make connections with prospects who will eventually become clients. It’s also likely that you put your website together years ago and have made few, if any, changes to it over the years. You keep thinking how you need to update your...

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Trust Company of America announces integration with Riskalyze

Denver, CO —(April 7, 2016)— Trust Company of America (TCA), the largest independent provider of integrated technology, custody and practice management support for Registered Investment Advisors (RIAs), today announced its integration with Riskalyze, a top provider of risk assessment...

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Asset location can be key for successful wealth management

For many clients and their advisors, taxes are a critical part of the wealth management equation. By reducing taxes, advisors can help clients enhance performance and keep more money compounding in their accounts to pursue long-term goals.

Asset location is key to reducing...

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What to communicate to clients in times of market turmoil.

Markets are roiling and stocks are off to their worst start to a New Year in history. With oil prices plunging and the Chinese stock market causing a global sell-off, clients may become increasingly agitated as they see their investment performance declining.

Concerned investors can easily...

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