Tag - Sheaff Brock Senior Vice President of Investments Christy Jordan

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, [...]

Advice to the Advisors

Investment Advisors Rethinking Time | Outsourcing Concepts | Sheaff Brock Institutional Group

Advisors Repurpose Time Through Customized Outsourcing

At the giant Morningstar Conference spread out at McCormick Place on the Chicago pier, the keynote address was titled “Distortion, Divergence, and Diversification: What Investors Need to Know About the State of the Global Economy.” Sheaff Brock Senior Vice President of Investments Christy Jordan was there to learn what Registered Investment Advisors are thinking and doing these days. Time—lack of it, that is—was a recurring motif. As RIAs struggle to capture assets, many explained, they feel overwhelmed by the administrative duties [...]