Search Results

  • How To Ensure More Sales

    Feb 02, 2023 by Elinor Stutz

    Setting yourself apart from the competition is essential for quality connections and ensuring more sales. #sales #growth

  • Inside SPY's Legacy of Innovation

    Feb 02, 2023 by Todd Shriber

    Speaking of evolution and revolution, SPY certainly touched off a new, fast-growing market. Today, there are more than 5,000 exchange traded products. #ETF

  • Turmoil Lurks Around The Corner

    Feb 02, 2023 by Michael P. Lebowitz

    Unlike portfolio insurance, delta hedging is limited as the delta can only go to one or zero. #market #turmoil #investing

  • Applying AI Into Investment Management

    Feb 02, 2023 by Bill Hortz

    A great deal of skepticism in applying AI to compelling modern problems we are actively grappling with, especially in investment management. #AI #finance

  • Markets Do Come Back After Down Years

    Feb 02, 2023 by David B. Armstrong

    People are booking losses in the window of time that the market is trading down due to emotional panic-selling or poor cash need planning. #markets

  • Building a Bank for Future Generations

    Feb 02, 2023 by Seth Hicks

    Four short years of funding a college tuition into a properly structured life insurance policy you can generate massive tax-free retirement income #tuition

  • How To Create a Buy-Sell Agreement

    Feb 01, 2023 by Jim McGovern

    Important documents that a business owner should have is a buy-sell agreement which doesn’t seem to get a whole lot of attention. #advisor

  • Healthy Outlook for Therapeutics

    Feb 01, 2023 by Guest Contributor

    Big Pharma relatively well-capitalized and in a deal-making mood, we see the potential for a rebound for small- and mid-cap stocks. #stock

  • Fed Pivots & Equity Market Bottoms

    Feb 01, 2023 by Guest Contributor

    S&P 500’s P/E’s typically bottoms after a Fed pivot; there is historical precedent of multiple expansion following a Fed pivot.

  • Gold Is Finally Proving Its Mettle

    Feb 01, 2023 by Todd Shriber

    ETFs, which are among advisors’ and clients’ preferred ways to access gold, are only seeing modest inflows amid the 2023 gold rally. #gold

  • Identity Theft Is No Laughing Matter

    Feb 01, 2023 by Rick Kahler

    Unfortunately, attempted identity theft is a way of life in 2023, and it has been for me personally for a decade. #identity #theft

  • Do You Dine With Your Advisor?

    Jan 31, 2023 by Catherine McBreen

    How do you feel about dining with your advisor, or cheering on your favorite sports team alongside a financial professional? #advisors #clients

  • The 6 Steps of Succession Planning

    Jan 31, 2023 by Tony Vidler

    Working out how to exit the business at your preferred time, in your preferred way, and hopefully at your preferred price. #succession #advisor

  • Getting Paid To Beat the S&P 500

    Jan 31, 2023 by Todd Shriber

    Some funds are setting themselves while offering advisors the opportunity to present clients with S&P 500-beating ideas. #investing #advisors #clients

  • Forecasting Some Big Sector Shifts

    Jan 31, 2023 by Todd Shriber

    Expect alterations to industry and sub-industry groups, which will likely affect hundreds of exchange traded funds and index funds. #funds #advisors

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