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Guide
Thursday, May 11, 2023
RooksDM LLC
The Ultimate Guide to Streamline Your Intake Process
This complimentary guide was created for Financial Advisory Firms looking to optimize their business and save 10 hours per week! Throughout this guide we will share tips on how to improve your process and why it's important.
Guide
Wednesday, May 3, 2023
Finance of America Reverse, LLC
Retirement Strategies Division Playbook
With loans up to $4 million*, leveraging home equity allows clients to use one of their most powerful assets to improve their financial path and take a more holistic approach to retirement.
Guide
Monday, April 24, 2023
Commonwealth
A Blueprint for Building an Enduring Practice
What your business needs to thrive now—and for many years to come.
On-Demand Webinar
Monday, April 17, 2023
Private College 529 Plan
The Latest on the Changing Financial Aid Landscape
Updates coming to college financial aid, including the FAFSA application. Hear from senior-level financial aid administrators from the University of Notre Dame and USC on these changes, their implications for families, and how to support your clients.
Research / Report
Friday, April 14, 2023
Finance of America Reverse, LLC
2022 Home Equity Survey
The inaugural “Home Equity Punch List” survey indicates less than half of Baby Boomers consider home equity in long-term financial planning.
On-Demand Webinar
Friday, March 31, 2023
Finance of America Reverse, LLC
Home Equity In Retirement Planning
View our webinar to learn how a reverse mortgage can be a powerful retirement planning tool, and how the emotional attachment to our homes can have an impact on the financial decisions we make regarding our housing wealth.
Guide
Tuesday, March 21, 2023
YourStake
How to prepare for an ESG Audit
This step-by-step guide is essential for Financial Advisors when they get requested for an ESG audit by the SEC, and shares key examples and phrases to use to help build comprehensive and complete answers to an SEC audit process.
Guide
Wednesday, February 22, 2023
Commonwealth
The Ultimate Retirement Income Planning Guide for Advisors
Our free download helps you prepare your clients for the next phase of their life.
Video
Wednesday, February 15, 2023
Dimensional Fund Advisors
Value's Rebound Shows the Importance of Discipline
Recent value returns paint a very different picture from returns just a few years ago.
Research / Report
Monday, February 6, 2023
Dimensional Fund Advisors
Will Inflation Hurt Stock Returns?
Investors may wonder whether stock returns will suffer if inflation keeps rising. Here's some good news: Inflation isn't necessarily bad news for stocks.
Research / Report
Tuesday, January 24, 2023
Dimensional Fund Advisors
The 60/40 Portfolio: Down But Not Out
After an equity bear market and steep losses in bonds last year, it's not surprising that some investors question whether the classic 60/40 portfolio is dead. But there is reason for optimism.
Guide
Thursday, January 19, 2023
Commonwealth
