Weekly Digest: Monday March 25th

Weekly Digest: January 27th

Navigating the Evolving Tax Landscape in 2025

With potential changes to tax policies under the new administration, it’s crucial for advisors to stay informed about legislative developments affecting income, estate, and corporate taxes. Proactive planning can help clients optimize their tax strategies amidst these shifts.

Charles Schwab

Addressing Client Concerns About Market Volatility and Economic Policies

Recent political developments, including tariff pronouncements and regulatory changes, have introduced uncertainties in financial markets. Advisors need to effectively communicate with clients about managing market volatility and adjusting investment strategies in response to evolving economic policies.

The Australian

Embracing ESG Investing: Aligning Portfolios with Client Values

Environmental, Social, and Governance (ESG) investing has gained significant traction, with clients increasingly seeking to align their investments with personal values. Advisors must understand ESG criteria and integrate sustainable investment options to meet this growing demand.

Forbes

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