If you missed Part 1 of The Wealth Manager’s Perfect Storm of Risk, click here.
One of our biggest jobs as wealth managers is to protect our clients from unnecessary risk. The tools we use to diversify, allocate, rebalance and tax harvest have radically evolved in recent years.
In Part 1 of this blog series about risk, we talked about the “Perfect Storm” created by 3 intensifying risks that will impact your aging clientele’s retirement outcome:
- The 8-Year-Old Bull Market
- The End of the Bond Bull Market
- The Hidden Risks of Longevity