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4 Ways And 5 Charts To Talk Tariffs With Clients With Empathy And Strategy

Nerd's Eye View

In these moments, the conversations that advisors have with their clients play a crucial role in helping clients maintain perspective, avoid emotional decisions, and stay committed to their long-term financial plans. Instead, allowing them to fully voice their fears can build trust and help them feel understood. Read More.

Clients 228
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This Isn’t the First Time Markets Have Been Rattled by Tariffs. It Won’t Be the Last

Wealth Management

Explore historical tariff impacts on markets and learn strategies for guiding clients through current trade tensions and economic uncertainties.

Marketing 271
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Diversifying Client Portfolios With Gold

Wealth Management

Education about gold investments is key to ensuring clients have a well-balanced portfolio that can withstand economic fluctuations.

Portfolio 289
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Unique Giving Strategies to Spark Economic Development in Disadvantaged Communities

Wealth Management

What is the role your charitable clients can play in the economic development of disadvantaged communities and how does the IRS view charitable activities that can support it? Join this session with Foundation Source’s Chief Legal Officer Jeffrey Has

Economics 264
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AIA: Architecture Billings "End the year on a weak note"

Calculated Risk

Although inquiries into new projects continued to increase at a relatively slow rate, the value of newly signed design contracts decreased further in December as clients remained hesitant to commit to new work. And prospects for future work remain soft as well. In one brighter spot, backlogs at firms remained steady and strong at 6.5

Clients 270
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Are Tariffs a New US VAT Tax?

The Big Picture

A quick note on tariffs : Over the past few weeks, I’ve been putting together my quarterly call for clients. The challenge is how to frame the current economic scenario in a way that is useful and informative and not the usual run-of-the-mill noise. 2) What will their impact be on economic activity and inflation?

Taxes 303
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Weekend Reading For Financial Planners (June 14–15)

Nerd's Eye View

From there, we have several articles on investment planning: How interested financial advisors can evaluate different types of private investments, whose return profiles tend to be more opaque and challenging to analyze compared to publicly traded instruments Why one author sees a confluence of factors (including a relatively low cost of capital and (..)