Author - Barb Smith

Advice to the Advisors

Calendar Representing Double-Decades of the U.S. Stock Market | Sheaff Brock

Double-Decade Thinking Avoids Duration Neglect

As the decade draws to a close, the first since 1850 in which the U.S. did not experience a single recession and a ten-year period in which the stock market hit more than 200 new all-time highs on the S&P, investment advisors would do well to prep for client meetings by reviewing a certain chapter in the little book, The Power of Moments. Research has found, authors Chip and Dan Heath report, that “when people assess an experience, they tend [...]

Advice to the Advisors

Sheaff Brock Institutional | Gifts of Year-End Planning for Your Clients

Year-End Planning Ideas to Share with Clients

Even as your clients are rushing around to make eleventh-hour holiday gift purchases, it’s important to offer them “gift bags” filled with last-minute year-end planning ideas, all the while encouraging them to gear up for 2020. It’s never too late for a planning discussion, beginning with a reminder of year-end cutoff dates. Kiplinger.com offers a workable deadline checklist, while Sheaff Brock wealth managers offer some innovative “food for thought” as the year draws to a close. RMDs Required Minimum Distributions from IRAs, [...]