Guest Contributor

Don breaks down asset-based long-term care and the benefits this type of planning can bring to advisors and clients alike. #insurance

Did you know that seminars and now webinars, can be game-changers for financial advisors? #seminars #financialadvisors

As China’s equity markets gradually open up to foreign investors, Chinese companies could face greater scrutiny. #ESG #China 

Based on the events of 2020 it’s difficult to assert that active managers shine in down or volatile markets. #activemanagement

It seems the tech rally is not going away anytime soon and that could spell trouble for small-cap stocks. #stockmarket #stocs #investing

Investors are now “topping up their portfolios” after the U.S. Federal Reserve confirmed it would leave interest rates near-zero.

The future of the real estate market depends on a number of factors that have yet to be resolved. #realestate #covid19 #investing

The dream of fintech is to democratize access to investment tools, but its lack of diversity is a huge problem. #fintech #inclusion

How can investors make sense of the looming threats related to COVID-19 and an economic downturn. #stockmarket #downturn #investing

Examine these benefits and considerations of annuities to help decide if they could be a good fit for your retirement plan. #annuities

Congress will drag the virus relief bill talks down to the wire, but no one should doubt that more stimulus is coming and the federal government.

The current state of the U.S. dollar, interest rate differentials and GDP growth seem to be pointing to Emerging Markets. #investing

Bitcoin is set to surge this week, securing its safe-haven status as U.S. –China tensions escalate. #bitcoin #cyprocurrency #investing

The tech theme is overbought and extended and the entire outperformance has been predicated on rising multiples. #stockmarket

Companies cannot avoid digital. Becoming digital transformed is crucial for business survival. #digitalmedia #digitalmarketing

One of the defining aspects of the equity market so far this year has been the outsized returns of growth stocks. #stocks #defense

Five findings to help parents lead their children toward a non-materialistic mindset. #finance #children #teaching #wealth

Markets face a choppy period over the summer and autumn with equities remaining at risk of a correction. #economy #stockmarket

We have much higher confidence that over the next several years the economy is going to normalize as a vaccine for COVID-19 is found.

What do all these local search ranking signals mean to your local SEO strategies? It can be concluded in two ways. #SEO #digitalmedia

The housing market is going through a correction now. The practical news is currently the housing market is having an upsurge of more than 4%.

Companies need to pay their fair share and responsible tax practices should be considered a core governance metric by investors.

Here are a few ways that machine learnig works and how it uses data science to make it happen. #AI #technology #machinelearning

Subtle changes in your mindset, effective communication and confidence in your abilities will help you become an expert in your chosen field.

Sustainable and responsible investments (ESG) are now regarded as ‘safe havens’ by the majority of investor. #ESG #sustainable

Responsible investing in private equity is expected to increase in importance as private equity managers seek to differentiate themselves. #ESG

The COVID-19 pandemic is exposing inherent weaknesses across industries, and the meatpacking industry has been particularly hard hit.

Companies that exhibited the best capabilities to serve customers as they began to shelter in place relied on innovation long before the pandemic emerged.

The question for investors should not be if ESG can lead to outperformance but rather, why make it any harder by avoiding ESG?

Selectivity will be key as we watch countries struggle between de-confinement and the new normal that has taken hold of the world. #stocks

Despite the Fed’s many programs, we expect the heightened volatility environment to persist, resulting in lower risk-adjusted returns. #stockmarket

The current environment also offers unique opportunities to make a transformational impact on communities vulnerable to the pandemic’s social fallout

Carbon dioxide emissions from the largest 100 power producers in the U.S. decreased 8% over the course of 2018. #ESG #carbondioxide

We see very often is that people don’t know what’s an appropriate amount of coverage to have when it comes to life insurance. 

Investors seeking to manage volatility may want to consider strategies that provide access to Quality companies. #ETFs #investing

A logical consequence of higher prices and lower earnings are valuation multiples that might cause some concern. #stockmarket

More than half of financial services companies plan to accelerate implementation of their next generation technology strategies. #digital

The case for gold is much deeper than simply a story of potential capital appreciation. #alternative #gold #investing #stockmarket

We see a variety of ways that healthcare innovation can improve both health outcomes and financial security for millions of people. #ESG

Shareholders will start to demand that their banks look after their customers because more financially confident. #wealthmanagement

The OCIE issued a Ransomware Alert, highlighting an uptick in sophisticated social engineering and other cyber campaigns. #cybersecurity

In 2019, the percentage of Black employees in management and financial operations roles in the information sector rose to new highs

Company pension holders should seek with their financial advisor the available ways to safeguard their retirement income. #pensions

The stock market rally off March lows has stalled in recent weeks. What’s keeping a lid on prices?  #stockmarket #investing #invest

Check out this actionable step-by-step tutorial to get out of that zone and expand your network on LinkedIn. #network #linkedin

Living the retirement you envision begins with investing and accumulating money over the course of many years. But it doesn’t end there.

An all-weather portfolio will keep you financially healthier than those designed for only sunny or rainy weather. #stockmarket #investing

Investors should widen their range of vision, and look at the contours of the economic recovery and how earnings estimates for 2021 shake out.

Accounting processes for businesses can be challenging and finding ways to efficiently improve them can involve a lot of research and innovation.

Is the average advisor handling more client households than he or she can mathematically or psychologically provide value to?