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ETFs provide efficient investment opportunities for windfalls small and large

How to Invest: Two advisors share how they would set up a portfolio for a $10 million windfall and a $10,000 employment bonus

  • December 11, 2023 December 8, 2023
  • 00:06

Blue chips could feature prominently in windfall portfolios

Two portfolio managers discuss how they'd invest now

  • October 16, 2023 October 10, 2023
  • 00:00

Funds or individual stocks: PMs differ in approaches for investing inheritance

How to Invest: A set-and-forget approach versus an aggressive approach across regions and sectors

  • June 5, 2023 June 5, 2023
  • 15:21

Interest-rate hikes boost annuities sales, payouts

Retired and near-retired clients are attracted by the products’ low risk and predictable income

  • May 8, 2023 May 5, 2023
  • 00:10

Selecting securities for capital appreciation after an inheritance

How to Invest: Two advisors share how they would set up a portfolio for a $10 million windfall and a $10,000 employment bonus

  • March 13, 2023 March 10, 2023
  • 00:03

Building recession-ready portfolios for wealthy clients

PMs explain their strategies

  • December 12, 2022 December 12, 2022
  • 00:13

PMs prescribe a healthy dose of alts for investing inheritances

How to invest

  • November 21, 2022 November 21, 2022
  • 00:10

PMs build portfolios for a $10M inheritance

How to Invest

  • October 31, 2022 October 31, 2022
  • 00:11

GICs become viable income options for investing windfalls

How to Invest

  • October 11, 2022 October 5, 2022
  • 00:06

Wealthy clients can benefit from blue-chip stocks and five-year GICs

How to invest: Two portfolio managers offer their picks for investing windfalls

  • August 29, 2022 September 9, 2022
  • 00:08