Category: Video

Advisor Stress

Financial advisors may face more stress than most workers, but they still love their jobs. In a new survey by Northern Trust’s FlexShares, advisors report a stress level that’s 23% higher than national norms, and yet their overall job satisfaction comes in at an impressive 79%.

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Post-Shutdown Shadow

The full US government is back to work, but many key data reports remain unavailable, casting a post-shutdown shadow of uncertainty. What’s missing? Numbers that help Wall Street and Main Street make important decisions for the future.

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Rate Hike

A Fed rate hike arrives, as expected, and inflation continues to remain relatively low, observes Dorothy Bossung of Lowery Asset Consulting in Chicago.

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Retirement Challenge

If you feel unprepared for retirement, you’re not alone. According to advisors familiar with the challenges, it’s often a “daunting” step to begin relying on your nest egg.

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Real Assets

Ready to look beyond traditional stocks and bonds? Larry Antonatos of Brookfield talks about the potential benefits of “real assets” involving property, infrastructure and natural resources.

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Sustainable Income

Sustainable income is especially important to older investors and those in retirement. In this “retro” video initially published a year ago, financial advisor Rand Spero of Street Smart Financial in Lexington, Mass., shares his perspective.

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Rising Rates

In the current rising rate environment, Maury Fertig of Relative Value Partners suggests closed-end fund investors be “cautious” and alert for opportunities.

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CEF Update

Closed-end fund discounts generally widened and distribution reductions increased in the first quarter of 2018, says Mike Taggart of Nuveen.

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Rate Hike

Fed rate hikes present a “challenging time” for investors, especially those concerned about inflation, says Dorothy Bossung of Lowery Asset Consulting.

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