Three questions from our Investor Survey that can serve as useful conversation starters for meetings with clients or prospects.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
What financial advisors should consider before implementing AI in their practices.
Recent news and developments that can help facilitate wealth planning conversations between financial professionals and their clients.
This year’s Greenwood Project interns offered insights into how young Americans view the financial industry and their own financial futures.
Why education is key to helping investors avoid making portfolio decisions in reaction to short-term events.
Our latest Investor Survey reveals high levels of concern around financial exploitation, particularly as AI leads to increasingly sophisticated scams.
How advisors can help investors manage common behavioral biases that often stem from political beliefs.
How advisors can help clients cope with anxiety related to both negative media coverage and potential market volatility throughout the 2024 election cycle.
Advisors may need to incorporate a combination of data and behavioral tactics to help clients stay the course through the election cycle.
The “sunset” of the Tax Cuts and Jobs Act of 2017 includes many tax law changes in addition to the reduction of the estate and gift tax lifetime exemption.
Many students starting college will also reach another milestone: Turning 18. Here are the legal documents families should draft to help children prepare for adulthood.