Guy Baker

Understanding what the new Federal Reserve means for client conversations. schedule6 Min Read Fed Chair Kevin Warsh With a new Federal Reserve chairman in place and interest rates likely to stay constant, many clients are likely asking you what the next rate decision means for their mortgage, their bond ladder, their equity allocation and their retirement.

The global private capital market—encompassing private equity, debt and real estate—has more than doubled since 2012 to an estimated $22 trillion. For accredited investors and qualified purchasers, this fast-growing asset class has long promised a trifecta: higher returns, portfolio diversification, and access to higher-growth opportunities than can be expected from public exchanges.

A recent Allianz Life survey found that more Americans see inflation as the greatest threat to their retirement than any other money worry, but advisors, on average, are three times less likely to worry about inflation than their clients are. If inflation is unchecked, it can be one of the biggest destroyers of clients’ financial wealth and dreams. Here are six impactful ways to help clients gain more peace of mind in inflationary times. 1. Help clients calculate their “personal inflation” rate.