Adviser Advice for 2025
The investing landscape in 2025 will change in many ways. Financial advisers need to be prepared for these changes and how to best advise their clients for the new year. Here are some tips from MorningStar on how financial advisers can best serve their clients in 2025.
Engage with clients about adding a little duration to their portfolios by looking into long-term fixed income bonds to help maintain higher income levels. Look to find returns in this falling rate environment.
Begin looking into alternative investments beyond fixed income because of the large uncertainty surrounding inflation and interest rates.
Don’t overthink the effects of short-term economic events like the new administration as sentiments from these events tend to be short-lived.
Review GPC’s latest January newsletter here for more investment knowledge heading into 2025!
To find out more, read the MorningStar article:
The 2025 Investment Outlook for Financial Advisors | Morningstar
