We’d like to start off by acknowledging the escalating situation arising in Europe. We hold all affected people in our thoughts.
Today, we want to keep the words light and focus on a couple of powerful charts to sum up what the Russia-Ukraine invasion could mean for markets looking forward. Take a few minutes to read through our Market Update.
After multiple delays, the DOL Fiduciary Rule is back and set to go into effect February 1. If you work with qualified funds, you need to watch! ERISA plans and rollover advice will be covered. This quick video covers things you need to know right NOW to do qualified business after February 1.
With the upcoming 2020 elections and an unpredictable presidential race, we’re sure to see more turbulence ahead. And with volatility, clients react. It’s not just retirement income. It’s money to care for parents, pay for their child’s college, or pay for their husband’s long-term care expenses. Tell us how you bring this up during:
Client onboarding – is this a part of the conversation?
How you communicate with clients during turbulent times?
Share how you set the framework and provide insight to help clients gain confidence, even in volatile times.
Member FINRA/SIPC and an Investment Advisor
© 2020 Client One Securities, LLC.
With the recent market down turn and potential turbulence ahead, take a look at one of Client One’s growing partners: Bluerock. Their Bluerock Total Income+ Real Estate Fund diversifies through a multi-manager, multi-strategy and multi-sector investment approach.
Download this new-to-market flyer on the Bluerock Total Income+ Real Estate Fund: a potential refuge from major indexes in recent market drawdowns.
Bluerock Total Income+ Real Estate Fund (“TI+” or “Fund”) is a public fund utilizing a multi-manager, multi-strategy, and multi-sector approach. The Fund allows individuals to invest in private, institutional real estate securities alongside some of the nation’s largest endowment and pension plans. The Fund is a continuously offered, non-diversified, closed-end management investment company that is operated as an interval fund.
Bluerock is a preferred partner and sponsor of the Client One Summit.
Available to those with the following securities licenses: 6, 65.
Member FINRA/SIPC and an Investment Advisor.
© 2020 Client One Securities, LLC.
Get ready for 2020 Client One Sales Summit! Can’t wait to share the line-up and feature our advisors and partners! Here are a few highlights from last year’s meeting. We might have included a few that recently happened at the LIV Champions parade in Kansas City!
September 21-23, 2020
Sheraton Kansas City at Crown Center | 2345 McGee Street, Kansas City, 64108