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MARKET OUTLOOK

Investors are feeling optimistic


Investors are Bullish on Domestic
and International Equity Markets


Stocks Aren't the Only Thing Expected to Rise

Many investors are anticipating an increase
in interest rates...

...And inflation

OPPORTUNITIES FOR FINANCIAL ADVISORS

SPOTLIGHT ON MILLENNIALS

Millennial Investors Are Fundamentally Different

Millennials are much more likely than older investors to perceive computer-generated portfolios as:

However, Millennials also understand that computer generated portfolios have limitations:

Playing An Active Role in Their Financial Planning

Millennials expect nearly twice as many interactions (in person or by phone) with their advisors than older investors. On an annual basis, Millennials expect 9 interactions vs. Boomer+ who only expect 4.

Millennials will be an increasingly important part of this industry and the reasons why millennials seek out professional financial advice are different than older investors. The top three reasons why Millennials sought the help of an advisor:

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INVESTMENT STRATEGIES

Strategies to help meet your clients’ needs


Wealth Preservation

Investors seeking wealth preservation should consider funds which favor high-quality securities and value investments.

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Diversification

Investors seeking diversification should look beyond traditional investments. By expanding their search beyond the U.S. borders, investors can tap into a world of opportunities.

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Income

Investors in search of income should turn to Funds investing in higher-yielding securities such as high dividend stocks and high yield fixed-income.

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Growth

Investors seeking growth should consider investing in alternative asset classes with strong performance.

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Managing Taxes

Tax management may be one of the most reliable ways to impact total return for investors, but it is also often overlooked. Only 6% of investors chose managing taxes as their top investment goal, demonstrating a need for advisors educate their clients on how to they keep more of what they earn.

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