Registered Investment Advisors (RIAs) have an improved outlook and increased optimism following the U.S. election, according to the latest RIA Economic Outlook Index from Security Benefit in partnership with Greenwald Research.
Financial Professionals
Morningstar Wide Moat Focus Barclays VC 7% Index
| Ticker BXIIMWM7 | Asset Classes Equities; Treasury Futures | Inception Date |
S&P Multi-Asset Risk Control (MARC) 5% Index
| Ticker SPMARC5P | Asset Classes US Equities; Fixed Income; Commodities | Inception Date |
S&P 500® Low Volatility Daily Risk Control 5% Index
| Ticker SPLV5UT | Asset Classes US Equities; Cash | Inception Date |
S&P 500® Factor Rotator Daily RC2 7% Index
| Ticker SPXFRRE7 | Asset Classes US Equity - Large Cap; Treasury Futures | Inception Date |
Russell 2000® Small Cap Index
| Ticker RTY, RUT | Asset Classes US Equity - Small Cap | Inception Date |
Need InspIRAtion for Educating Clients on RMDs?
Discussing Required Minimum Distributions (RMDs) with your clients can help them make informed decisions about retirement income and taxes.
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