Spencer Gould

Weathering market downturns. Meeting liabilities. Delivering Income. TIAA General Account CIO Emilia Wiener shares her views on building a resilient general account.

The scores are in for Broadridge's Q3 Top Quartile Report! Check out the investments that are performing well from a fiduciary perspective according to our Fi360 Fiduciary Score. Did you know the Fi360 Fiduciary Score is included in our Fiduciary Focus Toolkit to help you select and monitor investments without compromising your fiduciary process? Message me to learn more! http://spklr.io/6046I1Ty Broadridge #AssetManagementInsights #WealthManagement

The scores are in for Broadridge's Q3 Top Quartile Report! Check out the investments that are performing well from a fiduciary perspective according to our Fi360 Fiduciary Score. Did you know the Fi360 Fiduciary Score is included in our Fiduciary Focus Toolkit to help you select and monitor investments without compromising your fiduciary process? Message me to learn more! http://spklr.io/6045I1pP Broadridge #AssetManagementInsights #WealthManagement

The scores are in for Broadridge's Q3 Top Quartile Report! Check out the investments that are performing well from a fiduciary perspective according to our Fi360 Fiduciary Score. Did you know the Fi360 Fiduciary Score is included in our Fiduciary Focus Toolkit to help you select and monitor investments without compromising your fiduciary process? Message me to learn more! http://spklr.io/6041I1FP Broadridge #AssetManagementInsights #WealthManagement

The scores are in for Broadridge's Q3 Top Quartile Report! Check out the investments that are performing well from a fiduciary perspective according to our Fi360 Fiduciary Score. Did you know the Fi360 Fiduciary Score is included in our Fiduciary Focus Toolkit to help you select and monitor investments without compromising your fiduciary process? Message me to learn more! http://spklr.io/6040I31r Broadridge #AssetManagementInsights #WealthManagement

Are dividends a key component when evaluating investment opportunities? Learn more. #DividendYield

Curiosity can serve as a strong tool for both finding opportunities and managing risks. By consistently pursuing knowledge, investors can enhance their understanding and improve their decision making.

Chief Investment Officer Larry Adam takes readers for a ride covering expected rate cuts, the upcoming election and beyond. For detailed insights, explore more in the latest Weekly Headings.

Having unbiased, conflict-free advice is critical when it comes to planning for your largest purchase and your longest vacation: retirement. If your broker can legally put his/her interest ahead of yours, you do not have a fiduciary consultant. As fiduciary consultants, The Agbay Group not only has a moral obligation, but a legal duty to put your interest first without conflicts. Fiduciary Duty is the highest standard of the law!