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EDITORS' PICKS

Our editors’ top articles from the last quarter.

COVID+4: Have we achieved ‘normalization’—financial or otherwise?

Four years post-COVID, many Americans feel their lives are mostly back to normal. However, the economic and financial effects remain a concern.

Empowering ‘underserved’ clients from all walks of life

Advisor Louis Rivera focuses on an often “overlooked” segment of middle-class clients, aiming to empower them with tailored financial solutions.

The benefits of true diversification

A key portfolio goal should be to reduce outcome variation. This is the basis for true diversification, mixing uncorrelated asset classes and strategies.

Helping clients understand and effectively address risk management

Advisor Rod Amicone educates clients throughout the planning process—helping them build strategies to mitigate risk.

Enhance professional knowledge with guidance from expert mentors

Advisor David Shimana says his practice philosophy places value on professional education, peer knowledge sharing, and mentorship.

 

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The most-read articles over the last quarter.

How AI is reshaping the landscape of financial planning

AI could transform today’s best practices in financial planning and wealth management. Industry experts share their insights on the AI landscape.

Crude oil says stocks are heading for an unpleasant time

History shows a 10-year lag between crude oil weakness and market declines, which could portend market weakness between June 2024 and January 2026.

6 successful advisors share their approaches to client development

Successful advisors discuss a range of strategies used in their firms’ client development efforts—from specific events to online communications programs.

Find out if bulls or bears are in control with this ‘magic trick’

Some indicators possess a “magic trick” to determine if bulls or bears are in charge of a market. Identifying complex or simple oscillator structures is the key.

2024 forecast: A mild recession and S&P 4,500

First Trust believes 2024 projections are too bullish. It forecasts a “tough year,” with a mild recession and flat to negative market returns.

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The best-performing articles on social media over the last quarter.

Are clients fully prepared to fund their post-retirement dreams?

Research shows that while many are contemplating what they will enjoy doing in retirement, they aren’t fully factoring in the expense of their activities.

Will 20th-century investment strategies meet 21st-century longevity needs?

Advanced health care continues to extend life expectancies. Will 20th-century investment strategies meet the longevity needs of today’s retiree population?

Win streak points to further market gains

Canaccord Genuity says when the SPX was up 20%+ over 4 straight months, forward returns through year-end were good, with 12-month median returns of 18.48%.

Why gold should be a strategic—not reactive—investment

Investors concerned about diversification, capital preservation, and optimized returns should consider gold as a key portfolio element.

Consumer sentiment—and stocks—soar amid improving economic data last week

The S&P 500 and Dow Jones Industrial Average hit all-time highs last week on improved economic data and consumer sentiment.

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Investment principles focused on client needs

Louis D. Rivera is a financial consultant with SC Parker LLC, located in Williamsville, New York. Mr. Rivera has over 20 years of experience in the insurance and financial industries, addressing the specific goals of his clients.

Mr. Rivera says SC Parker is a well-established financial advisory firm “with a heritage of serving investment clients since 1925.” He says the firm adheres to the following fundamental principles as its advisors work with clients on the development of customized investment portfolios:

  • “Our goal is providing financial benefit at the highest level of quality, professionalism, and friendliness.”
  • “As an independent investment firm, we are not obligated to offer any particular company’s investments to our clients.
  • “We constantly research the markets, looking for the highest quality investments for each individual client.
  • “We tailor advice and investments to your goals and priorities—individual and uncomplicated financial planning that will help you succeed.
  • “Our emphasis is on the diversification of assets, a balanced approach to investing and managing risk to achieve sustainable returns over time.”
  • “Building a portfolio is an ongoing activity. It starts with a purpose and can go on for a lifetime.”
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