Country Risk: My 2024 Data Update I resolved that I would be far more organized in my assessments and updating of equity risk premiums, in the United States and abroad
Country Risk: My 2024 Data Update I resolved that I would be far more organized in my assessments and updating of equity risk premiums, in the United States and abroad
ICE: Intercontinental Exchange Chart Analysis Our chart is Intercontinental Exchange symbol ICE. Let’s take a look at this chart. It’s looking really nice here for a bullish play. #stocks
ICE: Intercontinental Exchange Chart Analysis Our chart is Intercontinental Exchange symbol ICE. Let’s take a look at this chart. It’s looking really nice here for a bullish play. #stocks
Stocks: The Question Remains ... Is This Just a Correction? Stock prices kept falling, but aren’t they reaching a local bottom? #markets #stocks #investing #finance
Stocks: The Question Remains ... Is This Just a Correction? Stock prices kept falling, but aren’t they reaching a local bottom? #markets #stocks #investing #finance
Silicon Valley Sells off Even as Harris Odds Jump Weak new home sales stateside and softer-than-expected flash PMIs on both ends of the Atlantic weighing on the economic outlook. #active
Silicon Valley Sells off Even as Harris Odds Jump Weak new home sales stateside and softer-than-expected flash PMIs on both ends of the Atlantic weighing on the economic outlook. #active
Narrative Follows Price Wall Street narratives and recommendations start with the answer that best suits their careers and their clients and find the justification secondly.
Narrative Follows Price Wall Street narratives and recommendations start with the answer that best suits their careers and their clients and find the justification secondly.
How To Transform Your Financial Business Model With Tax Services Explore how advisors are integrating, or even in some cases, leading with proactive tax planning. #taxes #advisors #growth
How To Transform Your Financial Business Model With Tax Services Explore how advisors are integrating, or even in some cases, leading with proactive tax planning. #taxes #advisors #growth
How To Part Ways With ‘Bad Clients’ For better or worse, many of the folks that end to be clients worth firing display certain behaviors that easy to identify. #advisors #clients
How To Part Ways With ‘Bad Clients’ For better or worse, many of the folks that end to be clients worth firing display certain behaviors that easy to identify. #advisors #clients
An Alternative Approach To Pricing Are you unhappy with the current percentage of assets approach to pricing used by the vast majority of the financial services industry? #advisors
An Alternative Approach To Pricing Are you unhappy with the current percentage of assets approach to pricing used by the vast majority of the financial services industry? #advisors
How to Position Yourself Not To Lose the Sale Early on in your career as an advisor, no one probably really explained the power of positioning to you. #growth #advisors
How to Position Yourself Not To Lose the Sale Early on in your career as an advisor, no one probably really explained the power of positioning to you. #growth #advisors
Bill Dudley Says Cut Rates Now In a stunning reversal of opinion, ex. New York Fed Governor Bill Dudley now calls on the Fed to immediately cut rates. #rates #Fed
Bill Dudley Says Cut Rates Now In a stunning reversal of opinion, ex. New York Fed Governor Bill Dudley now calls on the Fed to immediately cut rates. #rates #Fed
The Financial Advisor's Guide to Social Media Marketing and Digital Prospecting Digital marketing and virtual prospecting are some of the newer ways to market your valuable services. #advisors #marketing
The Financial Advisor's Guide to Social Media Marketing and Digital Prospecting Digital marketing and virtual prospecting are some of the newer ways to market your valuable services. #advisors #marketing
The Client Experience Cheat Code As Advisors, our goal is to create a welcoming atmosphere so clients feel valued, known, and satisfied…just like Disney goers! #advisors #CX
The Client Experience Cheat Code As Advisors, our goal is to create a welcoming atmosphere so clients feel valued, known, and satisfied…just like Disney goers! #advisors #CX
Buy Some and Get on With Your Life Investors are also betting on the Fed to start slashing rates in September, which is good for gold. #gold #stocks
Buy Some and Get on With Your Life Investors are also betting on the Fed to start slashing rates in September, which is good for gold. #gold #stocks
Can We Spare Children the Tax Roller Coaster? These provisions, rather than education, welfare, or nutrition programs, are now the largest category of federal support for children. #child #taxes
Can We Spare Children the Tax Roller Coaster? These provisions, rather than education, welfare, or nutrition programs, are now the largest category of federal support for children. #child #taxes
Are You Doing Unpaid Missionary Work? Problem with social settings as outreach activities lunch meetings or networking events, is they divert you from your real purpose for being there. #growth
Are You Doing Unpaid Missionary Work? Problem with social settings as outreach activities lunch meetings or networking events, is they divert you from your real purpose for being there. #growth
Performative Leadership: The Problem of Today The Band Aids. Problem is, we've convinced ourselves they're a solution. Which means, we're not seeking the solutions we actually need. #leader
Performative Leadership: The Problem of Today The Band Aids. Problem is, we've convinced ourselves they're a solution. Which means, we're not seeking the solutions we actually need. #leader
Copying the “Weird” Can Lead to Career Success But the reality is that the key to a winning career lies not in imitation, but in embracing the unconventional. #career #advisors
Copying the “Weird” Can Lead to Career Success But the reality is that the key to a winning career lies not in imitation, but in embracing the unconventional. #career #advisors
What To Do When You Hit a Dip Every Soloist hits a dip at some point—where your revenue is dropping and it’s enough to make you pay attention. #growth
What To Do When You Hit a Dip Every Soloist hits a dip at some point—where your revenue is dropping and it’s enough to make you pay attention. #growth
A Performance Management Partner for Investment Managers What he feels is a pragmatic perspective on how to help professional investment managers as a performance management partner. #advisors
A Performance Management Partner for Investment Managers What he feels is a pragmatic perspective on how to help professional investment managers as a performance management partner. #advisors
Options Market Expectations for Tesla and Alphabet Megacap tech earnings are always worth watching, but last week’s tech-led decline further highlighted their importance. #Google #Tesla
Options Market Expectations for Tesla and Alphabet Megacap tech earnings are always worth watching, but last week’s tech-led decline further highlighted their importance. #Google #Tesla
Home Prices and Sales Data Are Difficult To Make Sense Of Making sense of home sales and prices data is challenging as there is little activity in the real estate markets. #homes #realestate
Home Prices and Sales Data Are Difficult To Make Sense Of Making sense of home sales and prices data is challenging as there is little activity in the real estate markets. #homes #realestate
The Emerging Role of Lifestyle Coaches in Wealth Management How Innovative Advisors Help Clients Find Purpose and Overcome Post-Retirement Anxiety #retirement #life
The Emerging Role of Lifestyle Coaches in Wealth Management How Innovative Advisors Help Clients Find Purpose and Overcome Post-Retirement Anxiety #retirement #life
With Advisor Help, Gen X Can Get on Right Retirement Track Need to change and advisors can encourage those shifts by tailoring retirement-enhancing strategies to Gen X prospects and clients #NCRetirementCenter
With Advisor Help, Gen X Can Get on Right Retirement Track Need to change and advisors can encourage those shifts by tailoring retirement-enhancing strategies to Gen X prospects and clients #NCRetirementCenter
What Matters More: Earnings or the Election? The potential impact of the US presidential election on the stock market was also discussed, with a focus on technical indicators.
What Matters More: Earnings or the Election? The potential impact of the US presidential election on the stock market was also discussed, with a focus on technical indicators.
Inside the Decision To Become a Board Member of a Newly Developed Firm With Janet Robinson What attracted her to Steward Partners, highlighting her desire to be part of a culture that prioritizes partnership and high performance. #advisors
Inside the Decision To Become a Board Member of a Newly Developed Firm With Janet Robinson What attracted her to Steward Partners, highlighting her desire to be part of a culture that prioritizes partnership and high performance. #advisors
Four Factors Underpinning ETF Adoption Four pillars of advisor ETF adoption are diversification benefits, cost efficiencies, trading flexibility and liquidity management. #ETF
Four Factors Underpinning ETF Adoption Four pillars of advisor ETF adoption are diversification benefits, cost efficiencies, trading flexibility and liquidity management. #ETF
Cubicle Jobs Will Be First To Go Despite market weakness in the last couple days, almost half of all US stocks hit fresh highs last week. #markets #AI
Cubicle Jobs Will Be First To Go Despite market weakness in the last couple days, almost half of all US stocks hit fresh highs last week. #markets #AI
Measuring and Managing Climate Risk: Insights from Karen Clark, the World's Premier Catastrophe Modeler I talk with Karen Clark, co-founder and CEO of KCC Karen Clark and Company, a pioneer in the field of catastrophic risk assessment. #ESG
Measuring and Managing Climate Risk: Insights from Karen Clark, the World's Premier Catastrophe Modeler I talk with Karen Clark, co-founder and CEO of KCC Karen Clark and Company, a pioneer in the field of catastrophic risk assessment. #ESG
Interest Rates Are Too High – Blame the Mythical R Star Recent mentions of R Star by Fed members, it’s worth adding to our prior analysis by diving into this wonky economics topic. $markets
Interest Rates Are Too High – Blame the Mythical R Star Recent mentions of R Star by Fed members, it’s worth adding to our prior analysis by diving into this wonky economics topic. $markets
Why Donor-Advised Funds Aren't Just for the Wealthy A DAF is essentially a personal charitable savings account that is maintained on your behalf by an established public charity. #DAF #giving
Why Donor-Advised Funds Aren't Just for the Wealthy A DAF is essentially a personal charitable savings account that is maintained on your behalf by an established public charity. #DAF #giving
Why Owning a Problem Helps Build the Financial Advisory Business You Want When you own a problem, you attract more high-quality prospects and you begin to build the business you’ve always wanted. #growth #advisors
Why Owning a Problem Helps Build the Financial Advisory Business You Want When you own a problem, you attract more high-quality prospects and you begin to build the business you’ve always wanted. #growth #advisors
Consider the Process, Not Just Results, When Making Financial Decisions A good outcome with a bad process is simply luck. Your goal should be to increase the chances of making a good decision. #investors
Consider the Process, Not Just Results, When Making Financial Decisions A good outcome with a bad process is simply luck. Your goal should be to increase the chances of making a good decision. #investors
Overcoming Your Fears To Build Trust and Grow Your Business If you fall into the jitters category, let’s dive into how video can be a game-changer for your practice. #advisors #video
Overcoming Your Fears To Build Trust and Grow Your Business If you fall into the jitters category, let’s dive into how video can be a game-changer for your practice. #advisors #video
Being the Buoy: Choppy Seas Make Valuable Client Experiences Of course, our feelings, while valid and worthy of evaluation, are never the true gauge of what’s true. #advisors #feelings
Being the Buoy: Choppy Seas Make Valuable Client Experiences Of course, our feelings, while valid and worthy of evaluation, are never the true gauge of what’s true. #advisors #feelings
The Fed’s Next Move: Are We There Yet? The probability of a Fed ease in September rose as high as 90% and Powell’s Fed seems poised to make good on the odds. #inflation
The Fed’s Next Move: Are We There Yet? The probability of a Fed ease in September rose as high as 90% and Powell’s Fed seems poised to make good on the odds. #inflation
Earnings Effect: Will the S&P 500 Break Lower? Stocks are likely to resume the downtrend. Where will the S&P 500 reach? #stocks #markets #investing
Earnings Effect: Will the S&P 500 Break Lower? Stocks are likely to resume the downtrend. Where will the S&P 500 reach? #stocks #markets #investing
Market Breadth Improves Amid Massive Rotation The market’s breadth could worsen if the rotation toward value and small caps continues. Furthermore, it could revert to prior conditions. #markets
Market Breadth Improves Amid Massive Rotation The market’s breadth could worsen if the rotation toward value and small caps continues. Furthermore, it could revert to prior conditions. #markets
Trading Is Boring: Here’s How To Survive Trading is boring. So how do you survive when there are so many days – so many of them! – when nothing happens? #trading
Trading Is Boring: Here’s How To Survive Trading is boring. So how do you survive when there are so many days – so many of them! – when nothing happens? #trading
The Real Problem With the Next Generation How can we get introduced to the next generation, through our existing clients, to ensure we maintain assets across generations? #advisors
The Real Problem With the Next Generation How can we get introduced to the next generation, through our existing clients, to ensure we maintain assets across generations? #advisors
Advisor ETF Adoption Continues To Surge Investors have long been important drivers of exchange traded funds adoption and registered investment advisors are significant contributors #ETF
Advisor ETF Adoption Continues To Surge Investors have long been important drivers of exchange traded funds adoption and registered investment advisors are significant contributors #ETF
Is the Bull Market Just Beginning? In this particular case, we agree. There are risks to this current rally in small-cap stocks worth understanding. #markets
Is the Bull Market Just Beginning? In this particular case, we agree. There are risks to this current rally in small-cap stocks worth understanding. #markets
The Most Important Thing When Forecasting Markets Anxieties will now congregate around S&P 500 earnings releases. Analysts expect earnings growth will be higher for longer. #markets #strategy
The Most Important Thing When Forecasting Markets Anxieties will now congregate around S&P 500 earnings releases. Analysts expect earnings growth will be higher for longer. #markets #strategy
Etheruem ETFs Are Here. Examining the Crypto’s Investment Merits The next big thing in cryptocurrency exchange traded funds is expected to arrive Tuesday with the debut of ethereum ETFs. #ETF #Ether
Etheruem ETFs Are Here. Examining the Crypto’s Investment Merits The next big thing in cryptocurrency exchange traded funds is expected to arrive Tuesday with the debut of ethereum ETFs. #ETF #Ether
Are You in a Trust Recession? In this new economy, your prospect is assessing you, the opposite of the way things should be and used to be. #growth #advisors
Are You in a Trust Recession? In this new economy, your prospect is assessing you, the opposite of the way things should be and used to be. #growth #advisors
A Lot of People Are Wrong About Solar Their earnings will give us a sneak peek into where we are in the AI buildout and set a tone for the rest of earnings season. #AI
A Lot of People Are Wrong About Solar Their earnings will give us a sneak peek into where we are in the AI buildout and set a tone for the rest of earnings season. #AI
The Dark Side of Referrals for Successful Financial Advisors That is totally, 100% a Star Wars reference. However, there really is a dark side to referrals, especially as you become more successful. #growth
The Dark Side of Referrals for Successful Financial Advisors That is totally, 100% a Star Wars reference. However, there really is a dark side to referrals, especially as you become more successful. #growth
Why Advisors Should Invest in Their Businesses Now More money, more thinking, more strategy….more leverage. Even those who have been investing probably need to invest more. #advisors #growth
Why Advisors Should Invest in Their Businesses Now More money, more thinking, more strategy….more leverage. Even those who have been investing probably need to invest more. #advisors #growth
