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The Weekly Skim for Investment Professionals & Financial Advisors
December 10, 2018 
Issue 2.1 - WK 50 
Ranking Q4 Returns of $SPX Since 1923
Sketchy....
Wealthfront Rolls Out Free Financial Planning
All you need is an email address to sign up. 

Read more on Wealth Management
6 Economic Predictions for Next 5 Years: Northern Trust
The bank's six main assumptions: 

1. Mild Growth: Northern Trust doesn't see risk of a recession in the next five years. 
2. Stuckflation 
3. Changing role for the Fed. 
4. Technology review: New regulations may create a new paradigm for tech companies. 
5. Global repositioning 
6. Populist politics influx (Ray Dalio wrote about this in March 2017 titled 'Populism: The Phenomenon')

Read more on Think Advisor
Millennials to Advisors: We Don't Need You
According to YCharts, only 11 percent of millennials surveyed have an advisor directed brokerage account and most would rather go it alone than work with an advisor. Although the sample size was only 600 participants using research software for DIY investors, this poll seems skewed.  

Read more on Wealth Management
4 Ways Advisors Can Reach Millennial DIY Investors 
Now on the flip side, YCharts tells advisors how they can better cater to millennials' needs and the advice is quite abstract. In my opinion (being a millennial) I think to acquire and add Millennial DIY investors advisors need to provide more than market insights, they actually need to educate them and provide a service that is transformational in three ways. 

1. Collaboration with estate planning, taxes, and insurance. 
2. Rich and original content with objective advice. 
3. Full-service client portal. 


Read more on Wealth Management
Twitter @Digital_Wealth_
Have a great week! 

- Timothy Hooker, AIF® 
Founder of the Digital Wealth Planner

     
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Copyright © 2018  Digital Wealth Planner,
Published by Hooker Digital LLC


All rights reserved. Any reproduction, copying, or redistribution, in whole or in part, is prohibited without written permission from the publisher. Information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated and there is no obligation to update any such information. Hooker Digital LLC is committed to protecting and respecting your privacy. We do not rent or share your email address. Any investment ideas, theories, or trends shared in this letter should not be taken as personal advice or advice for your clients. The securities mentioned are not recommendations to buy, sell or trade, please consult with your individual investment advisor and only after reviewing the prospectus or financial statements of the company should you make a decision. 

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