Advisor Summary: Government Shutdowns and Your Portfolio
Advisor Summary: Talking Points for Client Conversations As the government shutdown extends into its second week, many clients are understandably anxious about how it might affect their portfolios and financial plans. This briefing is designed to equip you with the context, data, and language to guide those conversations with confidence. In the following detailed […]
Market Updates for Q3 2025
Advisors, Your Q3 Market Updates are ready to download. Inside you’ll find: Quarterly Investment Commentary Quarterly Market Review Quarterly Model Portfolio Review Quarterly Fact Sheets Download them here.
Government Shutdowns and Your Portfolio: What History Teaches Us
Advisor Summary: Talking Points for Client Conversations As the government shutdown extends into its second week, many clients are understandably anxious about how it might affect their portfolios and financial plans. This briefing is designed to equip you with the context, data, and language to guide those conversations with confidence. In the following detailed […]