There has been a lot of conversation across the industry over the past year about the importance of asset location. In the wake of volatile markets and uncertain times, you will be hearing a lot more.
We'll discuss what asset location is and why it matters to investors and your bottom line.
There’s power in community. When a group of like-minded people come together for a common purpose, the potential is limitless.
Chalice (the community) brings advisors together. CEO Keith Gregg kicked things off with some engaging and entertaining examples that highlighted the power of community. With the rise and mass-adoption of the internet, people find themselves looking to reconnect with the world around them. Advisors working solo or in a small shop can feel the solitude after a short amount of time. This community can help.
The current market correction has hit the industry hard. It's the steepest decline since 2008, and in the wake of a global crisis, the investment horizon has never looked less clear.
No investor can escape taxes. Most investors try to forget about taxes until it’s time to file their returns, but by that time, it is often too late to implement any strategy to reduce the amount owed. That’s where advisors can help.
1-855-TAXFICIENT
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