2020 Essentials of Wealth Planning in an Uncertain World

Five Themes to Guide Your Practice

2020 Highlights

Our 2020 Essentials of Wealth Planning in an Uncertain World is designed to help advisors stay informed about recent events that could have an impact on their most valued clients’ financial situations.

Inside you will find the latest ideas, trends and opportunities regarding tax planning, wealth planning, health care planning, regulatory compliance, helping families through difficult life events and forward-thinking investment research. We have also included a comprehensive summary of 2020 tax rate schedules and other important planning limits.

Key topics include:

  • The SECURE Act, which signifies the most substantial change to the retirement industry since the Pension Protection Act of 2006
  • Using a goals-based approach to retirement planning to provide clients with greater levels of satisfaction and motivation
  • The benefits of joint decision-making to reduce the financial knowledge gap
  • The importance of succession planning as both advisors and their clients are nearing retirement age
  • A look at advisor personal biases and how these can be a predicter to their clients’ asset allocation

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Featured Investments


Overall Morningstar Rating™ out of 270 Multisector Bond Funds, based on risk-adjusted returns. As of 02/29/2020.

Seeks high, current income with lower volatility than a dedicated high-yield strategy


Overall Morningstar Rating™ out of 1215 Large Blend Funds, based on risk-adjusted returns. As of 02/29/2020.

Invests in what we believe are high-quality large-cap companies that are intelligently allocating capital to promote growth and pay dividends


Overall Morningstar Rating™ out of 301 Foreign Large Value Funds, based on risk-adjusted returns. As of 02/29/2020.

A high-conviction strategy that targets high, dependable income from high-yielding, high-quality global equities


Overall Morningstar Rating™ out of 640 Allocation-50% to 70% Equity Funds, based on risk-adjusted returns. As of 02/29/2020.

For 25 years, this dynamic allocation strategy has delivered our equity and fixed income expertise in a one-stop core solution


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