Maintaining the connection between investors and their advisors presents a key financial challenge, says Sean Walters of the Investments & Wealth Institute.
Income seekers may want to consider a range of investment products, including closed-end funds, says Mitchell Goldfeld of RPg Family Wealth Advisory.
Surprises in 2018 may mean investors will need more help from advisors to stay focused on the long term, says Sean Walters of the Investments & Wealth Institute.
When planning your long-term portfolio, look for uncorrelated assets to help achieve a balanced approach and diversification, financial pros suggest.
Advisors say the recent federal tax code reform helps businesses by reducing corporate rates and may present opportunity to individuals to “re-think” their tax strategies.
Inflation is expected to increase gradually over time, but a sudden spike could have negative impact on investors, financial professionals say.
Stocks began 2018 with a strong start and conditions appear favorable, but a pullback wouldn’t be surprising, financial professionals say.
Tax specialist Steven Siegel of The Siegel Group suggests ideas for those in or near retirement when considering their 2018 federal income taxes.
Prospects for closed-end funds remain “fairly strong” in 2018, says Alex Reiss of Stifel, who anticipates a potential increase in new issuance.
Looking back, closed-end funds generally had a “strong” year in 2017, benefiting investors, says analyst Alex Reiss of Stifel.