Chasing A Clear Goal With Paul Kingsman Are you an advisor who is struggling with putting processes in place that allow you to see real growth in your practice? #advisors
Changes Happening in the Tech Industry Tech companies work to make their products the fastest; to do this, they need to work quickly against the competition. #technology
Is the Market “IFFY”? It is always IFFY this time of year, but perhaps a bit more exacerbated with the recent history and many historical influences. #investing
Financial Planner vs. Financial Advisor: What's the Difference? Examining the specifics in the financial planner vs. financial advisor debate helps to clarify the characteristics the two professions share.
How Should Small Businesses Avoid Mitigation Issues Small businesses are susceptible to a wide variety of risks and potential crises that can permanently close their doors. #business
Temporary Fixes Push the FTSE 100 Over 7,000 Mark A series of temporary fixes to ominous global problems has pushed the FTSE 100 back over the psycologically important 7,000 mark.
DRS vs. Buffered Outcome ETFs One recent innovation that has taken the financial marketplace by storm is buffered outcome ETFs. #investing #ETFs #income
All About Fall: Why the Coming Season Is Critical for Investors The last few weeks leading into fall is a typically weak period for equity markets. What is your expectation this time around? #investing
Six Instances When a Foundation Outperforms a Donor-Advised Fund Here are six things philanthropists can do with a private foundation that are virtually impossible to achieve with a DAF. #foundations
Market Fears on Fed Tapering Could Be Overshadowed by Major Geopolitical Issues Global financial markets might have a mild taper tantrum this week following the Fed’s announcement, but there are bigger issues afoot
Airline Stocks Go Full Throttle but Inflation Worries Linger The travel sector may be flying into brighter skies, helping the FTSE 100 claw back some losses, but still nervousness hangs over the financial market
Why Country Allocation Matters in Emerging Markets We believe a disciplined, systematic, multi-factor approach to country allocation can help identify market inefficiencies and contribute substantially
Economic Recovery: Is This as Good as It Gets? We still believe there are solid fundamental underpinnings supporting credit and equity markets. #equities #stockmarket #investing
5 Ways To Succeed In Post Grad Life Ideas on how you can find success in post-graduate life and what you can do to improve your chances of getting into the best career path for you.
Rethink: Are You a Star Player or Team Coach? How your identity plays a key role in determining how you assist clients and use the analogy of sports to help you understand it better.
5 Divergences in the Stock Market to Keep an Eye on this Fall With the S&P 500 up nearly 20% and international developed stocks up 13% year-to-date, the markets are having a banner year so far.
Bitcoin, Ethereum Rival Cardano To Hit Fresh Highs on Major Tech Upgrade The price of Cardano, the third biggest cryptocurrency behind Bitcoin and Ethereum, will beat its own all-time highs by the end of the year,
El Salvador’s Bitcoin Rollout and Purchase Is President’s Legacy and Start of ‘New World’? El Salvador becoming the world’s first nation to officially make the cryptocurrency legal tender ushers in the start of a new world.
Accessing Your Level Ten Mindset With Machen MacDonald Have you achieved level ten wisdom in business yet? If you seek more clarity and self confidence to build your business listen here.
5 Retirement Savings Tips for Entrepreneurs When it comes to saving for retirement, you’ve got more options than you may think. When you’re an entrepreneur it can seem overwhelming
Is This “Peak Transitory”? Why Inflation Might Be More Persistent Than Expected The markets might have left “peak inflation” concerns behind, but have they now reached the point of “peak transitory”?
How is Cryptocurrency Affecting the Gaming Industry? Integrating cryptocurrency with online gaming is a logical and practical step towards adding a layer of protection to digital gamers.
El Salvador Makes History: Will Bitcoin Bring It Prosperity? El Salvador makes history by becoming the first country in the world to make Bitcoin official legal tender. #bitcoin #currency #money
5 Reasons Why Customer Experience Is the Pulse of Every Business These five points describe how customer experience will be the next battleground where all brands will fight to acquire a formidable space.
Volatility Presents Opportunity When will they start to taper? How quickly will they taper? How soon after they begin tapering will they decide to raise rates?
Top U.S. Regulator is Right, Crypto Needs Regulation The chair of the U.S. financial regulator is right about cryptocurrency trading platforms: they should be regulated. #cryptocurrency
The NFT Market Will See “Massive Increase” in Volume in 12 Months The already booming NFT market will experience a massive increase in volume over the next 12 months as more major investors begin to pile in
Impact of an Interest-Rate Rise Your financial advisor - whose job includes risk management - can help determine where real estate fits in your overall portfolio.
The Value Behind a Data-Driven Approach to Annuities for Advisors Advisors, think about your conversations with clients. Are you looking to tackle those conversations differently? #annuities
Building a Portfolio for the Future With $6 trillion in proposed budget spend in the U.S., there are opportunities for investment. #investing #investor #portolfios
5 Tips for Entering the Workforce Without Debt Do not spend your first years in the workforce in severe debt. These tips should help you pay off your student loans before you graduate.
What Every Investor Needs to Know About GlPS Standards GIPS is the best method out there to help determine the skill of a wealth manager based on facts…not on promises. #advisors
How Blockchain Technology is Transforming the Cost of Transaction Blockchain is a new information technology that allows for a wide range of decentralized applications. #blockchain #technology
Fresh Stock Record Highs as Tech Soars Fresh stock market record highs as tech soars, US Data disappoints, Oil rallies, Gold stalls, Bitcoin softer #stockmarket
Rethink: Financial Advice a Luxury or Necessity? Services once seen as luxuries for wealthy individuals are now becoming more common and how advisors should respond to the change.
5 Things to Know About High-Net-Worth Family Philanthropy Family philanthropy is a key driver of social change and a great way for high-net-worth (HNW) families to clarify their values.
5 Tips to Run a Successful Startup and Avoid Failure Here are a few tips to help you build a successful startup from the get-to and enable it to thrive in this competitive environment.
Bitcoin, Ethereum Rival Cardano Tipped To Hit All-Time Highs in Next Month There are three main drivers currently fuelling the price of this cryptocurrency. #cardano #cryptocurrency #investing
ESG Ratings Are a Mess, but Standardization Is Not the Answer The formulaic one size fits all approach of ratings agencies is becoming an increasingly blunt instrument when faced with the complexity of ESG issues
Investors Should ‘Buckle-up’ for Jittery Markets in September Markets are going to get jittery in September amid concerns over the Delta variant, China’s regulatory attacks and shifting monetary policies
Financial Conversation Starters for Couples Have the courage to be vulnerable with each other, create a safe space to talk about your finances. #finance #couples #investing
What Are the Culprits for Recent Equity Weakness? The US stock market has been pretty oblivious to this Delta development but may be catching up with the action now. #covid19
Why Some Emerging Markets are Leading the Pack and Raising Rates We now live in a multi-speed world, as economies emerge from the pandemic environment at a different pace while facing different challenges.
Implications for Equity Investing at Historic Valuations When US equity markets are pushing ever higher, investors naturally begin wondering what are the best stocks to invest in right now?
Ethereum To Exceed Bitcoin’s Value Within Five Years Ethereum will continue to outperform Bitcoin in 2021 and will, ultimately, exceed its rival’s value. #cryptocurrency #bitcoin #ethereum
Afghanistan Turmoil Adds to Investors’ Worry List The situation in Afghanistan must be added to investors’ list of global issues to track as stock markets digest that the Taliban are back in power
The Indefatigable Running of the Bull This may be another year within the span of this long-running bullish cycle that amplifies the importance of a buy and hold strategy. #stockmarket
Private Foundations and DAFs: Short-Lived Synergy? While private foundations can be funded with and hold a wide array of assets, DAFs provide a higher tax deduction for contributions as well.
Does Anyone Still Not Believe Cryptocurrencies Are the Future of Money? Those who do not see digital assets as the future for money, investments and raising capital are, I believe, already considerably behind the curve.
Tips You Can Use To Help Improve the Organization at Your Business There are often lots of different things to think about when you are working to strengthen your business, and organization is one of them.