Tag - investment portfolio

Advice to the Advisors

big bad wolf, little red riding hood, Sheaff Brock reviews "big bad tax hikes"

The Big Bad Tax Hike—Calming Client Fears

The Biden administration has made no secret of its intention to effect tax hikes, identifying the two prime targets as corporations and individuals making more than $400,000 annually. While it remains unclear just how much of this tax-raising agenda can progress from proposal to law, your clients are being told daily by the talking heads that big, bad tax changes are on the way. Tax hikes may well be on the way, and soon. Still, those increases may not be [...]

Advice to the Advisors

sheaff brock, democratic congress, democratic white house, economic impact, markets

Debunking Popular Myths About Post-Election Market Direction

Politics has become such a hot-potato topic that most financial advisers trying to avoid it when talking with clients, Jeff Benjamin observes wryly in Investment News. Whether Democrat or Republican, educating clients and debunking myths that keep clients from making reasoned investment decisions is nevertheless part of an advisor’s job. “People are polarized, but it’s the adviser’s job to focus on what the potential political impact would be on the investment portfolio.” “I’m often asked by advisors and their clients,” [...]