Resources & Tools

Investment Calculators and Tools | Franklin Templeton 300 149 Andrew McClellan

Investment Calculators and Tools | Franklin Templeton

Interactive tools that can help with clients’ financial planning.

Back to Basics: Three Steps to Reinvigorate Your Client Relationships | Janus Henderson 700 350 Andrew McClellan

Back to Basics: Three Steps to Reinvigorate Your Client Relationships | Janus Henderson

Making meaningful connections with clients is the foundation of any successful practice.

15 Estate Planning Terms | John Hancock 700 350 Andrew McClellan

15 Estate Planning Terms | John Hancock

Estate planning terms to add to your vocabulary.

College Funding Calculator | Nationwide 700 350 Andrew McClellan

College Funding Calculator | Nationwide

A simple tool to help you plan for college.

Higher Taxes are Likely in 2022 | Nuveen 700 350 Andrew McClellan

Higher Taxes are Likely in 2022 | Nuveen

The question is, which taxes will be impacted and by how much?

7 Best Practices of Effective Investment Policy Committees | Nuveen 700 350 Andrew McClellan

7 Best Practices of Effective Investment Policy Committees | Nuveen

There are several best practices that can help ensure a successful committee approach.

Defending Against a Declining Dollar | Saturna Capital 700 350 Andrew McClellan

Defending Against a Declining Dollar | Saturna Capital

Has the US dollar bear emerged from hibernation?

Building a Sustainable Recovery | T. Rowe Price 600 301 Andrew McClellan

Building a Sustainable Recovery | T. Rowe Price

Accelerated vaccine campaigns, additional stimulus, and a surge in business activity as industries reopen set the stage for global economic growth.

Benefits of Alternatives | FS Investments 700 349 Andrew McClellan

Benefits of Alternatives | FS Investments

Alternatives include a spectrum of assets and strategies, each designed to target different benefits.

REITs Well Positioned for a Grand Reopening 150 150 Andrew McClellan

REITs Well Positioned for a Grand Reopening

Vaccines, policy and consumer trends are uniting to create opportunities across the real estate landscape, setting up 2021 as a potentially strong “vintage year” for REITs.