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Effective URL: https://thinktank.financialadvisoriq.com/
Submission: On January 11 via api from CH — Scanned from DE
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Log In●Publisher's Portal●Terms & Conditions●Financial Advisor IQ●Contact Us●Help search * menu Most Popular (5775) Clear Filters CONTENT FILTERS 1. Top Rated 2. Most Popular 3. groupClient Ready CE FILTERS 1. CE Accredited TOPIC FILTERS 1. US Election 2. Compliance/Regulatory 3. Financial Planning 4. Investing 5. Interest Rates 6. Macro Economy 7. Practice Management 8. Products 9. Retirement 10. Risk Management 11. Absolute Returns 12. Alternatives 13. Cash 14. Currency 15. Equities 16. Fixed Income 17. Fixed Income Duration 18. Multi-Asset Class * MY ACCOUNT * * Publisher's Portal * Contact Us * Terms & Conditions * Financial Advisor IQ * Help * 2022 OUTLOOK AND ETF INVESTMENT GUIDE iShares ★★★★★ (6) 7 pages • DEC 14, 2021 Approved for Client Use group We expect inflation to stay higher for longer, and investors should consider a multi-asset approach that incorporates inflation-protected and floating-rate bonds, select equities, and real assets. GLOBAL INVESTMENT OUTLOOK: DISRUPTIONS REDEFINE RISK AND OPPORTUNITY IN 2022 Franklin Templeton ★★★★★ (3) 20 pages • DEC 22, 2021 Approved for Client Use group What’s ahead for the markets in 2022? Our investment teams explore key themes in equity, fixed income and real estate. 10 THINGS YOU SHOULD KNOW ABOUT BEAR MARKETS Hartford Funds ★★★★★ (3) 2 pages • JAN 3, 2022 Approved for Client Use group Even elite athletes need rest days to stay healthy. Sometimes financial markets need to reset from record-setting performance, too. Here’s what you need to know about bear, or down, markets. THE HOME STRETCH: SEVEN THINGS TO DO IN THE DECADE BEFORE RETIREMENT Franklin Templeton ★★★★★ (15) 24 pages • DEC 7, 2021 Approved for Client Use group With retirement planning, the last ten years are especially crucial. Our client-use workbook outlines the seven things to do during that home stretch. Accredited THE ADVISOR’S GUIDE TO ADVANCED FINANCIAL PLANNING STRATEGIES FOR HIGH-NET-WORTH CLIENTS Commonwealth Financial Network ★★★★★ (10) 9 pages • DEC 8, 2021 Approved for Client Use group High-net-worth clients can play an integral role in the profitability of your advisory practice. Are you prepared to meet their multifaceted financial planning needs? Follow this guide for a walkthrough of advanced wealth management strategies, including estate planning, special needs care planning,... 9 CHARTS SUMMARIZE 96 YEAR (1926-2021) CAPITAL MARKETS HISTORY Ronald Surz PPCA Inc. ★★★★★ (3) 9 pages • JAN 3, 2022 Approved for Client Use group Understand the past in order to look into the future BITCOIN: THE BASICS Matt Kunke Global X ETFs ★★★★★ (0) 14 pages • NOV 10, 2021 In October 2008, a mysterious whitepaper touting a potentially revolutionary monetary concept made its way to a cryptography mailing list. In a tidy nine pages, Satoshi Nakamoto, a pseudonym for an individual or perhaps a group of individuals, introduced the world’s first decentralized peer-to-peer ... Accredited TRENDS AND TRANSFORMATIONS IN THE GLOBAL ECONOMY GLOBAL ADVISORY BOARD PIMCO ★★★★★ (1) 6 pages • DEC 21, 2021 Approved for Client Use group PIMCO’s Global Advisory Board discusses the longer-term outlook for macro trends and major economies. SUMMARY We will likely see a less integrated global economy in the next five years. Recent policy shifts likely have long-term implications for China, which appears focused on creating a more s... REAL ESTATE IRA STRATA Trust Company STRATA Trust Company ★★★★★ (1) 8 pages • DEC 1, 2021 Approved for Client Use group Investing in real estate with a self-directed individual retirement account (an “IRA”) is permissible, but an IRA owner should be aware of the potential pitfalls and strategies before doing so. Take a look to get some quick tips on how to best leverage a self-directed IRA in the real estate market. 2022 GUIDE TO SELF-DIRECTED IRAS STRATA Trust Company STRATA Trust Company ★★★★★ (0) 14 pages • JAN 6, 2022 Approved for Client Use group As more investors are looking to diversify from publicly traded mutual funds, a self-directed IRA is a multi-purpose, tax-smart tool financial advisors can use to help clients meet their investment objectives, accumulate tax-deferred retirement savings, generate tax-free retirement income, and pass ...