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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 ...