Everyday Wealth, Everyday Insights
Navigating relationships and the transfer of wealth.
Examining this topic, the following brief includes:
- Key attitudinal findings from the report
- Insights from Edelman Financial Engines wealth planners on navigating estate planning and wealth transfer conversations
- More about our unique approach to serving clients
To learn more, explore the brief below.
An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.
Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a diversified portfolio will outperform a non-diversified portfolio. Past performance is not indicative of future results.
This material was prepared for informational and/or educational purposes only. Although the information has been gathered from sources believed to be reliable, we do not guarantee its accuracy or completeness.