Family wealth management reports note that corporate earnings beats are driving optimism, particularly in tech where revenue growth exceeded consensus by 4%. Advisors suggest trimming exposure to cyclical sectors ahead of potential volatility. Older Americans need to consider the following, said Jung Seh, Financial Advisor at Bogart Wealth: Financial advisors are increasingly relying on tax planning as a
way of standing apart from peers as investor demand for
customization and tax management services rises, a report by Cerulli
Associates finds. Emerging trend analysis for family wealth management shows rising interest in ESG-focused ETFs, as funds with sustainable criteria outperformed by 0.8% over the past quarter.
