Strategic Partner Circle

The Strategic Partner Circle gives FPA members the opportunity to check out additional items of interest from our strategic partners!

Events & Webcasts

Strategic Partner Webinar – November 17, 2020, 11:30 am – 12:30 pmThe Race to Scalability: A Conversation About Scalability and Growth During Challenging Times Speaker(s): Susan Danzig, Certified Business Development Coach, Laura Gregg, Director of Practice Management and Advisor Research
FlexShares ETFs | Northern Trust Asset Management, John Jordan, CFA, Business Development Executive
FlexShares ETFs | Northern Trust Asset Management – Northern Trust
Details/Register  

Strategic Partner Webinar – November 17, 2020, 11:00 am – 12:00 pmA Versatile Alternative to a Traditional Home Equity Line of Credit – Speaker/Strategic Partner: Mary-Alice Cárdenas, Reverse Mortgage Funding LLC
Details/Register 

Strategic Partner Webinar – November 17, 2020, 1:00 pm – 2:00 pmPost-Election Landscape…Where are the Opportunities from Here? Speaker – Jeffrey Gundlach, CEO & CIO of DoubleLine, Litman Gregory Asset Management 
Details/Register

Strategic Partner Webinar – December 3, 2020, 1:15 pm – 2:15 pmFour Challenges Advisors Face Today: How LG Has Tackled Them – Speakers/Strategic Partner – Chad V. Perbeck, CIMA®, CFP®, Sr. Research Consultant, Litman Gregory Asset Management / Peter Sousa, CIMA®, Director of Portfolio Strategies, Principal, Litman Gregory Asset Management, Litman Gregory Asset Management 
Details/Register

 

Mutual of Omaha Reverse MortgageCOVID-19’s Impact on Social Security Claiming Decisions, Mary Beth Franklin, CFP® – Access Recording Here

Articles,  White Papers, Videos & Commentary

Litman Gregory Advisor Solutions – Article – Litman Gregory Third Quarter 2020 Investment Commentary

Litman Gregory Advisor Solutions – Article – How We Think About Elections & Investment Decisions

Litman Gregory Advisor Solutions – Article – Intro to Factor Investing 

Vert Asset ManagementArticleSustainable Investing: From Niche to Normal 

Vert Asset ManagementVideos1) Defining Your Sustainable Investment Offering 2) Telling Your Sustainability Story 3) Articulating Your Sustainable Investment Philosophy

Litman Gregory Advisor SolutionsArticle How Sustainable is the Market & Economic Recovery?

Litman Gregory Advisor SolutionsArticleFinancial Markets: Risk & Financial Markets: Risk & Opportunities

Litman Gregory Advisor SolutionsArticleStay the Course: There’s a Cost to Timing the Market

Saturna/Amana Mutual Funds TrustArticles – Islamic Investment Process/Standards:
https://www.saturna.com/amana/investment-process
https://www.saturna.com/education/yardarm/2019/evaluating-islamic-standards
Article – 2019 Impact report: https://www.saturna.com/sites/default/files/Amana-Impact-Report-2019-web.pdf
Article – Sustainability: https://www.saturna.com/education/yardarm/2019/how-evaluate-sustainability-sustainable-mutual-funds

Scholarshare529MessageScholarShare 529 Announces $50 Match Promotion – In anticipation of the approaching National 529 College Savings Day on May 29, 2020, California’s official 529 college savings plan (ScholarShare 529) is launching a special promotion to help families start saving for college. This promotion, which runs from May 26-May 31, will provide a $50 match to families opening a new ScholarShare 529 college savings account with a minimum initial contribution of $50 and a monthly recurring contribution of $25 or more for six months. ScholarShare is offering free, online webinars at 11:00 a.m. (Pacific) on Wednesday, May 13, 2020 and Wednesday, May 27, 2020. Promotion Dates:  12:01 AM Pacific Time on May 26, 2020 through 8:59 PM PT on May 31, 2020 – For more information about the promotion, including complete Terms and Conditions, online informational webinars, and online toolkits, visit:  www.ScholarShare529.com/529Day

Litman Gregory Advisor SolutionsArticleStay the Course: There’s a Cost to Timing the Market

Litman Gregory Advisor SolutionsMessage – Like you, we are operating with an all-hands-on-deck mentality around supporting clients, managing risk and return through this volatile, evolving market and executing on our core business responsibilities despite challenging circumstances. Information is vitally important, both internally as we assess the ramifications of the health and economic crisis and externally in an effort to reassure and guide our clients. We expect many of you have the same priorities and focus and we want to offer a hand. During these extraordinary times we would like to provide you as an investment professional complimentary access to Litman Gregory’s AdvisorIntelligence research publication. Hopefully it can be an added resource to you as you support your clients and steer their capital through this period of volatility and fear. Contact us at research@advisorintelligence.com or call 925.254.8999 to request a login. There’s a wealth of other investment research from Litman Gregory and our sponsoring asset managers on the site.

ScholarShare529Message – As the coronavirus continues to take its toll on the economy and global markets, your clients are looking to you for answers. ScholarShare 529 – California’s official college savings plan – is here to help. The ScholarShare 529 investment lineup is designed to weather uncertainty thanks to the plan’s program manager, TIAA-CREF Tuition Financing, Inc. (TFI), which has managed state 529 plans for more than 20 years. Click here for several insights for your client discussions

ScholarShare529Article – Advisor Services – A Direct Plan That Excels in the Selection Criteria Advisors Favor

Litman Gregory Advisor Solutions ArticleOvercoming Panic in Volatile Markets

Litman Gregory Advisor SolutionsArticleTax Trading for Clients: Harder Than It Looks

Litman Gregory Advisor SolutionsArticleYear-End 2019 Investment Commentary

Reverse Mortgage Funding, LLCArticleReversing the Conventional Wisdom: Using Home Equity to Supplement Retirement Income by Barry H. Sacks, J.D., Ph.D., and Stephen R. Sacks, Ph.D.

Reverse Mortgage Funding, LLC ArticleUnderstanding Why And How The HECM Line Of Credit Grows by Wade Pfau

Stonecrest Managers ArticleReal Estate: Two Markets Emerge by Christina Gray, Investment Relations