Guest Contributor

The decision to extend duration or stay short has proven to be quite difficult over the past 18 months. #markets #Volatility

Unprecedented stimulus in the U.S. and overseas and a generation of low rates took a severe toll on traditional portfolio construction. #investing

An ideal client profile is a tool used by financial advisers to define the demographic of their ideal customer. #investors #clients

A protracted fight against inflation could keep central banks from cutting rates even if the economy falls into recession. #markets #recession

A two-horse race when it comes to asset allocation. The quintessential bar-bell approach – all risk and no risk of cash and tech stocks.#cash #stocks

Many ways we can boost our self-esteem, even during retirement when we no longer have the status associated with our careers. #NCRetirementCenter

The democratization of financial advising has been an encouraging trend, enabling a wider share of the public to access. #wealth

Customer support shapes the backbone of impeccable service, operating as the catalyst that propels customer-centric strategies into functionality. #CX

Oil prices surged by 5% following Hamas’ unexpected attack on Israel over the weekend, but investors need to avoid knee-jerk reactions.

What businesses can do when they need more time to pay, outline the financial and legal mechanisms that can help organisations. #debt

Investors need to pay attention to the dramatic global bond market rout to safeguard their wealth despite the sell-off stablising. #bonds

Is a shift towards focusing on their core business and partnering with experts for the rest. #fintech #advisors

An ever present financial sherpa leading clients to their personal financial summits over treacherous terrain. Let me explain what I mean by that. #views

increasingly important is the growing belief that doing so can enhance long-term portfolio performance as well. #ESG #investing

This pivotal event represents a golden opportunity to bolster trust, boost adoption, and purge the sector of unscrupulous actors. #crypto #FTX

You have strongly overweighted India and slightly underweighted China compared to the MSCI EM Index. Why? #India #investing

Investors looking to build wealth will largely overlook World Bank reports about China and east Asia facing the worst economic outlook. #China

Loneliness and isolation are complex issues that can stem from a variety of factors, including social isolation #health #inclusion

Many pre-retirees are now concerned about their shrinking portfolios and the impact it would have on their retirement lifestyle. #NCRetirementCenter

Tightening the flow of liquidity, financial advisors have an opportunity to save the day by providing access to high-quality credit solutions. #advisors

Many strategists and experts have been wrong about rates, both fed funds and U.S. Treasury yields. #bonds #income

Consumer staples, healthcare and utilities sectors have underperformed this year. #investor #markets

Who’s better equipped to serve clients; independent financial advisors or large established companies? #advisors

Navigating growing client lists, tech challenges, and the ever-evolving market can get overwhelming. That's why a plan is essential.

Goldman Sachs says that iPhone demand will outstrip supply and sees 20% upside for Apple shares as a result. #Apple #active 

Investors need now to ensure their investment portfolios are ready for a new era as central banks become seemingly convinced. #rates

Investing in tech innovations not only improves operational efficiency but also positions the business as a modern, customer-centric entity.

Amazon’s $4bn investment into a ChatGPT rival reinforces why almost all investors should have some artificial intelligence exposure. #Amazon #AI

After one of the most aggressive rate hike cycles on record, the average yield on money market funds has topped 5% for the first time since 2007. #markets

It’s hard to predict whether health spending growth will slow in the future. And slow relative to what? #healthcare #costs

Both markets and the Fed itself project its key policy rate to peak near current levels and then decline around 100 basis points by the end of 2024.

The U.S. economy has resisted recession despite the Fed's aggressive interest rate hikes. We're still months away from feeling the full effects.

My request of you is that you simply ask yourself, how you can play a bigger game to shape it. What's your gift to give? 

Blockchain and Bitcoin aren’t just disruptive forces that are transforming the way people, businesses and governments transact and share.

Though healthcare may have flown under the market’s radar, attractive valuations and new growth opportunities are not to be overlooked

Robust returns and high prices today equate to lower prospective returns and the greater likelihood of softer prices tomorrow. #bonds

The performance spread in favour of growth stocks has rarely been larger than it was earlier this summer. #markets

The Fed has kept interest rates unchanged this time around, as was widely predicted by analysts and which was priced-in by the markets.

Crushing economic growth, and not stagflation, is the real danger and should now be the focus of the European Central Bank and the Bank of England.#economy

A lack of transparency and the labeling of many different approaches to ESG investing continues to be a challenge for those evaluating ESG strategies. #ESG

Here is everything you need to know about keeping your family home safe in 2023. #security #home #safety

Chat about the the use and importance of tech when it comes to the financial well-being of society on a whole. #finance #tech

Their volatilities in between can still be detrimental to portfolios exposed to higher levels of interest rate risk. #rates #risk #markets

Knowing how somebody operates is the first piece of the puzzle and the biggest corner piece is knowing an investor's risk tolerance. #advisors

it’s expected to give the company a valuation of between $6 and 8 billion dollars, depending on the interest in the IPO. #Birkenstock

Here are several very effective strategies you can use to create a futureproof budget and manage all your repairs. #home #repair

The effects of previous Fed actions haven’t come through fully, but they will, and an increase could cause years of damage. #economy

Bitcoin’s compatibility with AI technologies is driving major institutional investors to increase their exposure to the cryptocurrency. #crypto #ETF

Downgrades, Deficits, Debt & Demographics: Implications of the Never-Ending Drama and Trajectory of U.S. Finances #credit #US #markets

Apple’s iPhone 15 event on Tuesday will boost stock prices for shareholders but it will not be enough to recover its stock market valuation. #Apple