We prefer S&P 500 over the Russell 1000 because Russell contains some companies in the mid-cap range, says Craig Sarembock. He discusses what investors should pay attention to in 2023. He talks about looking for opportunities in the ETF space. He then goes over some trends to expect in the market in the new year….

If you have clients who are business owners, you’re probably used to discussing taxation, succession planning, and other intricacies. But what if their businesses are in declining industries? It happened a lot during the pandemic—businesses that failed through no fault of their owners. So how can advisors help these clients weather the storm?

Advisor Circle, a product and content studio for the financial services industry, is pleased to announce the latest slate of powerhouse speakers for the inaugural Future Proof Festival. Further amplifying the recently announced Changing Faces of Wealth initiative, Future Proof aims to promote an environment of equity and inclusion by providing a platform for female financial professionals to…

Up until the passage of the Equal Credit Opportunity Act in the 1970s, a woman’s credit application could be denied if her husband didn’t co-sign. Since then, women have become breadwinners, investors and more certain about managing their finances. New research by US Bank found that over the last two years, the percentage of women…

Now is the time for short and intermediate-term bond investments for those clients who want to create a balanced portfolio, said Brian Walker, wealth advisor at Bartlett Wealth Management. Because of the continuing inflation that is putting pressure on the U.S. and global economies, long-term bonds do not show much promise for returns, Walker, who…