Public Site - Wealth Solutions

Are you an advisor, wealth manager, or financial planner who wants more time to spend servicing your clients and gathering assets? 

NDR Wealth Solutions is a unique service that provides summary talking points about economics and current market conditions (NDR Snapshots 360°), as well as simple investment educational materials to support your conversations with clients and prospects (NDR Investment Education Resources). 

Wealth Solutions

NDR Snapshots 360°

Stay ahead with summary updates on the economy and markets by NDR’s industry-leading, independent investment research team. 

Examples

 

Weekly Snapshots

September 3, 2021 | Amy Lubas and Chad Ellis

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Where the U.S. economy stands in Q3 2021

November 9, 2021 | Veneta Dimitrova

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  Streaks snapped as bull market ages

   October 1, 2021 | Ed Clissold

     Download PDF

 

After a correction, stock uptrend resumes

October 18, 2021 | Amy Lubas and Chad Ellis

 Download PDF

NDR Investment Education Resources

   Invest in your client’s education! You’ll have access to curated charts and interactive tools offering simple visuals that explain the properties of investing and historical returns, which can be used in your wealth planning discussions.

Examples

 

Stock Market Behavior

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Asset Allocation

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   Event Studies

    Download PDF

 

Non-Equity Assets

 Download PDF

 

 

   Macro

    Download PDF

 

 

Educational Chart Bundle Tool

 

 

NDR Investment Education Resources is unique in that these charts have been designed with client redistribution in mind.  As such any non-public redistribution by our clients to their clients (or prospects) of the educational charts is already pre-approved.  There is no need to contact NDR prior to distribution.  Note, public redistribution (websites, blogs, etc) must still be requested and approved (by emailing details of requested use to permissions@ndr.com).  Also note that we do not permit the resale of our EDU charts without permission. 

Public Site Wealth Solutions Staff

About Us

Amy Lubas, CFA Director, Wealth Management & Advisory Solutions

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Brian Sanborn, CFA SVP, Wealth Management Solutions

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