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Interest-rate hikes boost annuities sales, payouts

Retired and near-retired clients are attracted by the products’ low risk and predictable income

  • May 8, 2023 May 5, 2023
  • 00:10

Selecting securities for capital appreciation after an inheritance

How to Invest: Two advisors share how they would set up a portfolio for a $10 million windfall and a $10,000 employment bonus

  • March 13, 2023 March 10, 2023
  • 00:03

Building recession-ready portfolios for wealthy clients

PMs explain their strategies

  • December 12, 2022 December 12, 2022
  • 00:13

PMs prescribe a healthy dose of alts for investing inheritances

How to invest

  • November 21, 2022 November 21, 2022
  • 00:10

PMs build portfolios for a $10M inheritance

How to Invest

  • October 31, 2022 October 31, 2022
  • 00:11

GICs become viable income options for investing windfalls

How to Invest

  • October 11, 2022 October 5, 2022
  • 00:06

Wealthy clients can benefit from blue-chip stocks and five-year GICs

How to invest: Two portfolio managers offer their picks for investing windfalls

  • August 29, 2022 September 9, 2022
  • 00:08

Hedging inflation with stock picks and alternatives

How to invest: Two portfolio managers offer ways to hedge against inflation

  • June 13, 2022 June 10, 2022
  • 00:04

Fixed-income diversification helpful in rising-rate environment

Two advisors share how they would set up a portfolio for a $10 million windfall

  • May 16, 2022 March 9, 2023
  • 00:06

Global diversification a priority for balanced growth investing

Two advisors share their portfolio picks for global diversification

  • April 19, 2022 April 18, 2022
  • 00:12