1. Utilizing the Power of Science: The Future of Life Insurance is YouSurance
Predicting an individual’s lifespan has been the exclusive province of the life insurance industry. In September 2015, I met with Dr. Steve Horvath, a world renowned scientist on aging at the University of California, Los Angeles (UCLA), who had discovered new methods of measuring biological aging using the science of epigenetics. — Jon Sabes
2. An Appropriate Time to Make a Quality Query
Of the five major investment factors – low volatility, momentum, quality, size and value – quality is perhaps the most overlooked. — Todd Schriber
3. 9 Tips for Success in FinServ Sales
When it comes to selling financial services, professionals are usually faced with three common challenges … — Mike Schultz
4. Cutting Through the Haze of Pot Stocks
Sky-high stock valuations can be sexy, which is currently the case with pot stocks. And they can become even sexier when it appears as if they will continue to soar. — Al Emid
5. Communicating with Investors in Uncertain or Volatile Times
Periods of volatility and uncertainty are the best times to communicate with your investors. Things are a bit crazy in the country right now and politics have many on edge. — Marilyn Dale
6. An Important Year for Bond Investors
After ten long years the markets are now offering yields on ultra-safe one year treasuries above the inflation rate, as measured by Personal Consumption Expenditures (PCE). — SNW Asset Management
7. Diversification is Overrated
Nearly everyone advocates diversification to reduce risk in almost everything. However, I question whether it should be the preferred default in our environment of expansion, technology, and much clearer winners or losers. — Dr. Bert Shlensky
8. Social Media: WHAT to share, WHEN to share it, and WHO with
Jay has been in the tech industry for over 30 years, and is providing something fundamentally unique and different when it comes to social media and influencers. — Matt Halloran
9. Peter Lynch: Even the Great Investors Need a Little Bit of Luck
This illustrates the point that all investors, even the great ones, need a little bit of luck, in terms of timing. — The Acquirer’s Multiple
10. Advisors: Getting Business From LinkedIn Starts With a Dialog
What do advisors wish for? For decades, they’ve wished there was an alternative to cold calling, something painless you did that brought business through the front door. — Bryce Sanders
11. Seeking Growth in a Changing World by Staying Active
Year-to-date through the middle of September, U.S. growth stocks have posted outstanding results, with the Russell 1000 Growth Index gaining approximately 16%. In contrast … — Steve Sciortino