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GDXIQ Prospecting Tool Kit
What is GDXiQ? It’s Wealthcare’s client-driven prospecting and information gathering tool designed to provide advisors with the baseline client information needed to begin building a GDX360® working plan. Who do I use it with? Any new prospects you have….. Use your advisor specific URL to invite new prospects to register for the client portal and…
2020 Capital Market Assumptions
2020/2015 CMA Differences Spreadsheet 02/24/20 Call Recording and PowerPoint https://vimeo.com/393546005 password = WCM_2020 Advisor Q&A CMA Swapping QRG Legacy Risk Tolerance Questionnaire Legacy Planning Questionnaire Legacy Portfolio Risk Tolerance 1-PagerAdditional Resources Additional Resources Advantages of Multiperiod Portfolio Models It’s the Goals Management Process, Stupid The Towers Perrin Global Capital Market Scenario Generation System 5 Point…
2020 Capital Market Assumptions – Tech
2020/2015 CMA Differences Spreadsheet Advisor Q&A CMA 2021 Intro LetterCMA Swapping QRG Legacy Risk Tolerance Questionnaire Legacy Planning Questionnaire Legacy Portfolio Risk Tolerance 1-Pager 2020 CMA Presentation
2021 Capital Market Assumptions
2021 CMA Differences Spreadsheet 04/26/2021 Call Recording and PowerPoint https://vimeo.com/541863657 password = WCM_2021 CMA 2021 Intro Letter CMA Swapping QRG Legacy Risk Tolerance Questionnaire Legacy Planning Questionnaire Legacy Portfolio Risk Tolerance 1-Pager 2020 CMA Presentation 5 Point Risk Tolerance Questionnaire 5 Point Planning Questionnaire 5 Point Portfolio Risk Tolerance 1 PagerAdditional Resources Advantages of Multiperiod…
2021 Capital Market Assumptions – Tech
2021 CMA Differences Spreadsheet 2021 CMA Presentation Deck Slides Call Recording password = WCM_2022 CMA 2021 Intro Letter CMA Swapping QRG Legacy Risk Tolerance Questionnaire Legacy Planning Questionnaire Legacy Portfolio Risk Tolerance 1-Pager 2020 CMA Presentation
2022 Capital Market Assumptions
2022 CMA Differences Spreadsheet 2022 CMA Webinar Slides Slides Call Recording password = WCM_2022 Legacy Risk Tolerance Questionnaire Legacy Planning Questionnaire Legacy Portfolio Risk Tolerance 1-Pager CMA Swapping QRG
2022 Capital Market Assumptions – Tech
2022 CMA Differences Spreadsheet 2023 CMA Webinar Slides Slides Call Recording password = WCM_2022 Legacy Risk Tolerance Questionnaire Legacy Planning Questionnaire Legacy Portfolio Risk Tolerance 1-Pager CMA Swapping QRG
2023 Capital Market Assumptions
Wealthcare’s Held-Away Account Trading and Management PartnerGDX360® Capital Market Assumptions were updated on February 19, 2023. The initial CMA (used for the first ten years of the plan) has been updated but not the Normative CMA (used from plan year 11 and beyond). The inflation assumption remains at 2.85% for the next ten years since…
2023 Capital Market Assumptions
Wealthcare’s Held-Away Account Trading and Management PartnerGDX360® Capital Market Assumptions were updated on February 19, 2023. The initial CMA (used for the first ten years of the plan) has been updated but not the Normative CMA (used from plan year 11 and beyond). The inflation assumption remains at 2.85% for the next ten years since…