Resources from FPA National
Resources from our Chapter Partners
If you are a Financial Advisor and wish to receive a Client Resource Kit, please contact First Trust directly.
How could your product or service help FPA member firms?
The goal of Innovative Portfolios funds is to provide additional income from option overlay strategies for clients while collecting dividends and interest. In a time of financial uncertainty, clients will be focusing even more on income solutions as they see the realized loss of growth in their investment solutions. Our funds can be used as part of an advisor’s overall allocation to fill the need for income with some growth through dividend stocks. Or, advisors can choose preferred stocks, which offer clients a lower growth, but less volatile, solution.
Do you have any resources you could share with the chapter?
Innovative Portfolios provides CE webinars for our advisors on several different topics. We have hosted CFP® Board-certified virtual classes on volatility, using options and preferred stocks. We can offer small session virtual meetings with advisors to review our research and offer insight into the process of some of our proprietary strategies that we can implement through SMA accounts or funds. And we also can provide support to advisors who want to provide their clients with some historical perspective of the market—today’s current environment in relation to prior downturns—in order to help reassure clients for the future.
While investors are being bombarded with bad news and stock market commentary during this coronavirus outbreak, it may give advisors an opportunity to demonstrate thought leadership and provide clients with glimmers of market optimism. https://sheaffbrockinstitutional.com/advice-to-the-advisors/stock-market-news/
Despite fears of a near-term bear market, historical patterns suggest that the S&P may deliver good returns in the coming decade. Not necessarily great, but pretty good. Read why Sheaff Brock thinks so here. https://seekingalpha.com/instablog/50452541-dave-s-gilreath/5413202-historical-reasons-to-belief-bull-market-may-still-legs
- CICF response to COVID-19
- Charitable Advising from a Distance
- CARES Act Provisions Related to Charitable Giving
For additional client-ready articles and visualizations on investment markets, or a list of Dimensional’s upcoming webcasts for professionals, please contact [email protected].
In the past century, there have been 15 recessions in the US. In 11 of them, stock returns were positive two years after the recession began.
Leaders at top advisory firms share their message to clients during the coronavirus pandemic.
Dave Goetsch, Executive Producer of The Big Bang Theory television show, reflects on how he views coronavirus and it’s impact on the markets today, as a long-term investor, very differently than he did the global financial crisis of ’08-09.
During a time when advisors are navigating through a world that is anything but business as usual, TD Ameritrade Institutional would like to lend support advisors during these turbulent times. Our resource page has been crafted to host virtual resources focused on what advisors need to know from business continuity planning and managing stress to understanding the virus and its impact. For a complete list of our upcoming website series, click here.
TD Ameritrade Institutional and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
More information on the CARES and SECURE Act:
By: Skip Schweiss
TD Ameritrade’s Managing Director, Retirement Plan Services & Advisor Advocacy