Energy Sector’s Relative Strength Against The Market Is Looking Very Attractive Energy stocks appear to be setting up for a new cycle of outperformance relative to the market. #energy #stocks #investing
Energy Sector’s Relative Strength Against The Market Is Looking Very Attractive Energy stocks appear to be setting up for a new cycle of outperformance relative to the market. #energy #stocks #investing
Why Risk Tolerance Questionnaires Don’t Work Investment risk works the same way. You should take on enough risk to accomplish your long-term goals, but no more than that.
Why Risk Tolerance Questionnaires Don’t Work Investment risk works the same way. You should take on enough risk to accomplish your long-term goals, but no more than that.
Quiet Quitting Isn't New or News We have to all do the hard graft of recognising and expressing emotions and of spending intentional time on our own well-being and that of the team
Quiet Quitting Isn't New or News We have to all do the hard graft of recognising and expressing emotions and of spending intentional time on our own well-being and that of the team
16 Fun Things To Do Before You Die What are some fun things you want to do before you die? Have you thought about it? #bucketlist #life #fun #ideas
16 Fun Things To Do Before You Die What are some fun things you want to do before you die? Have you thought about it? #bucketlist #life #fun #ideas
Financial Crisis and the Risk of Suicide The crash in cryptocurrencies is not a unique contributor to investor suicides. It just happens to be the financial crisis de jour. #finance
Financial Crisis and the Risk of Suicide The crash in cryptocurrencies is not a unique contributor to investor suicides. It just happens to be the financial crisis de jour. #finance
Creating A Plan For Your Restricted Stock Units How to incorporate restricted stock shares into your overall financial plan, and managing restricted stocks. #stocks #finance #investor
Creating A Plan For Your Restricted Stock Units How to incorporate restricted stock shares into your overall financial plan, and managing restricted stocks. #stocks #finance #investor
4 Steps to Build a Financial Advisor Marketing Plan What separates good financial advisors from great ones is their ability to build and enact marketing plans. #advisors #marketing
4 Steps to Build a Financial Advisor Marketing Plan What separates good financial advisors from great ones is their ability to build and enact marketing plans. #advisors #marketing
How to Start a Hedge Fund Having an effective business plan will allow you to better understand your hedge fund, its goals, and its strategies. #hedgefunds
How to Start a Hedge Fund Having an effective business plan will allow you to better understand your hedge fund, its goals, and its strategies. #hedgefunds
The Problem With Chasing Zeroes Sticking a big fat zero on the problem doesn’t solve it. It can inspire new thinking and galvanise people to a cause. #ideas #innovation
The Problem With Chasing Zeroes Sticking a big fat zero on the problem doesn’t solve it. It can inspire new thinking and galvanise people to a cause. #ideas #innovation
The Most Important Variables in Hiring a Financial Advisor Regardless of what factors are of greatest importance to investors when selecting an advisor, the choice of what advisor to hire is a very personal one.
The Most Important Variables in Hiring a Financial Advisor Regardless of what factors are of greatest importance to investors when selecting an advisor, the choice of what advisor to hire is a very personal one.
Be Valuable By Simply Making Clients Lives Easier There are many ways to be valuable to clients, and a frequently overlooked aspect of value is simply maing clients lives easier for them.
Be Valuable By Simply Making Clients Lives Easier There are many ways to be valuable to clients, and a frequently overlooked aspect of value is simply maing clients lives easier for them.
Sole Practitioner or Team Member? Which Is Better? Many newer advisors, after completing training ponder the question: Am I better on my own or should I join a team? #advisors
Sole Practitioner or Team Member? Which Is Better? Many newer advisors, after completing training ponder the question: Am I better on my own or should I join a team? #advisors
Munis Might Be Marvelous in a Recession Municipal bonds aren’t setting the bond market ablaze this year, but they are outperforming broader fixed income benchmarks.
Munis Might Be Marvelous in a Recession Municipal bonds aren’t setting the bond market ablaze this year, but they are outperforming broader fixed income benchmarks.
Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision When you are pitching your process to prospects you have one job: To help your clients make a decision to move forward with you.
Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision When you are pitching your process to prospects you have one job: To help your clients make a decision to move forward with you.
Finding the ESG Edge in Global Small-Cap Stocks Sustainable global small-cap strategies are very rare, in sharp contrast to the popularity of sustainable funds in larger-cap markets. #ESG
Finding the ESG Edge in Global Small-Cap Stocks Sustainable global small-cap strategies are very rare, in sharp contrast to the popularity of sustainable funds in larger-cap markets. #ESG
U.S. - China Reaching Deal in Dispute Is ‘Wake-up’ Call for Investors U.S.-China trade relations have just been given a significant boost and this should act as a monumentally loud wake-up call for investors.
U.S. - China Reaching Deal in Dispute Is ‘Wake-up’ Call for Investors U.S.-China trade relations have just been given a significant boost and this should act as a monumentally loud wake-up call for investors.
MasterCard or MasterChip? Chips will not just be in mobile telephones, but will be in cars, houses, televisions, refrigerators, gates, wherever you can place a chip.
MasterCard or MasterChip? Chips will not just be in mobile telephones, but will be in cars, houses, televisions, refrigerators, gates, wherever you can place a chip.
Think Action Not Problems The success of smaller, more innovative companies shows that many organizations should get smaller, or act smaller. #success
Think Action Not Problems The success of smaller, more innovative companies shows that many organizations should get smaller, or act smaller. #success
7 Ways to Convince Other People To Take A Risk On You You too can have that it factor that will make people take a chance on you when it really counts. #trust #advisors #entrepreneurs
7 Ways to Convince Other People To Take A Risk On You You too can have that it factor that will make people take a chance on you when it really counts. #trust #advisors #entrepreneurs
The Atomic Automobile Ideas power business. Ideas power relationships. Ideas power creativity. Ideas are the currency of the future. #ideas #future
The Atomic Automobile Ideas power business. Ideas power relationships. Ideas power creativity. Ideas are the currency of the future. #ideas #future
Is A Career Change Right For You? Top Questions To Consider Before Resigning Is a career change is the right step for you. Here the questions to ask yourself before you do, and the steps to help get you there.
Is A Career Change Right For You? Top Questions To Consider Before Resigning Is a career change is the right step for you. Here the questions to ask yourself before you do, and the steps to help get you there.
Taking Tips from Google: Making the Office Fun The office has long been a place that many people dread having to visit, even when they enjoy all aspects of their job. #business
Taking Tips from Google: Making the Office Fun The office has long been a place that many people dread having to visit, even when they enjoy all aspects of their job. #business
How Smart Home Tech Is Changing Daily Living Smart devices abound within more and more dwellings, and the change is altering the way people live and the promise of tomorrow.
How Smart Home Tech Is Changing Daily Living Smart devices abound within more and more dwellings, and the change is altering the way people live and the promise of tomorrow.
Amplifying the RIA Value Prop This differentiation should be spelled out to the consumer and embraced by the RIA. A simple way to think of it is. #advisors
Amplifying the RIA Value Prop This differentiation should be spelled out to the consumer and embraced by the RIA. A simple way to think of it is. #advisors
What Will a Buyback Tax Mean for Dividends? Dividend payments could increase more than expected when this tax goes into effect next year. #investors #dividends
What Will a Buyback Tax Mean for Dividends? Dividend payments could increase more than expected when this tax goes into effect next year. #investors #dividends
The Most Important Event in Crypto Is Weeks Away I predict Ethereum will surpass bitcoin as the world’s most valuable crypto asset within the next few years. #ethereum #crypto
The Most Important Event in Crypto Is Weeks Away I predict Ethereum will surpass bitcoin as the world’s most valuable crypto asset within the next few years. #ethereum #crypto
Hydrogen Hope Springs Eternal in Climate Bill Hydrogen is very much part of the sustainability investing equation and one that could offer clients attractive tactical growth opportunities.
Hydrogen Hope Springs Eternal in Climate Bill Hydrogen is very much part of the sustainability investing equation and one that could offer clients attractive tactical growth opportunities.
The Bear Market Is Over. Or, Is It Just Hibernating? We will continue to trade the markets tactically in the short term, there is still a risk of a more profound decline unless the Fed changes course.
The Bear Market Is Over. Or, Is It Just Hibernating? We will continue to trade the markets tactically in the short term, there is still a risk of a more profound decline unless the Fed changes course.
Harnessing High Income with Quality Is Possible The combination of quality and junk bonds isn’t as elusive as advisors and clients are apt to think. #fixedincome #investing
Harnessing High Income with Quality Is Possible The combination of quality and junk bonds isn’t as elusive as advisors and clients are apt to think. #fixedincome #investing
Three Simple Ways to Get Customers to Trust You What is it that makes you want to come back? Here are a few possible reasons. #brands #trust #clients #business
Three Simple Ways to Get Customers to Trust You What is it that makes you want to come back? Here are a few possible reasons. #brands #trust #clients #business
How Seniors Pummeled By Inflation Can Find Ways To Fight Back Fighting the effects of inflation is no easy task for seniors even in normal circumstances, much less with the skyrocketing inflation we are seeing.
How Seniors Pummeled By Inflation Can Find Ways To Fight Back Fighting the effects of inflation is no easy task for seniors even in normal circumstances, much less with the skyrocketing inflation we are seeing.
How to Make Your Presentations More Convincing Becoming a convincing and inspiring presenter can elevate your practice to another level. #speaking #presentation #advisors
How to Make Your Presentations More Convincing Becoming a convincing and inspiring presenter can elevate your practice to another level. #speaking #presentation #advisors
Why Predictable Referrals Are For Professionals and Not Amateurs The difference between the amateur and professional networker is subtle in execution and massive in its outcomes. #referrals
Why Predictable Referrals Are For Professionals and Not Amateurs The difference between the amateur and professional networker is subtle in execution and massive in its outcomes. #referrals
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #financialadvisors #financialfreedom #wealth #advisors #investors #investing #business
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #financialadvisors #financialfreedom #wealth #advisors #investors #investing #business
Smart Money Makes Another Dumb Mistake A specific plan, complete with a decision-making process when we are feeling especially giddy, can help us remain disciplined.
Smart Money Makes Another Dumb Mistake A specific plan, complete with a decision-making process when we are feeling especially giddy, can help us remain disciplined.
Are You in Love With Your Own Ideas? Building a successful business is all about putting the customer at the heart of all you do. It’s all about the customer. #ideas #business
Are You in Love With Your Own Ideas? Building a successful business is all about putting the customer at the heart of all you do. It’s all about the customer. #ideas #business
7 Principles of Financial Serenity When you search for the best retirement advice, it’s the same response over and over: save your money. Go figure. #finance
7 Principles of Financial Serenity When you search for the best retirement advice, it’s the same response over and over: save your money. Go figure. #finance
Rules and Benefits Behind 529 Accounts Have you considered opening up a 529 account? There may be more to consider than you realize! #savings #college #finance
Rules and Benefits Behind 529 Accounts Have you considered opening up a 529 account? There may be more to consider than you realize! #savings #college #finance
Navigating A Bear Market As A Soon-To-Be Retiree A bear market can cause you to make knee-jerk reactions that can affect your retirement plan. #finance #retirement #savings
Navigating A Bear Market As A Soon-To-Be Retiree A bear market can cause you to make knee-jerk reactions that can affect your retirement plan. #finance #retirement #savings
Avoid This Mistake When Giving Your Boss Bad News When giving your boss bad news, we encourage you to ditch the diaper genie, disclose the situation, take accountability and work to make it right.
Avoid This Mistake When Giving Your Boss Bad News When giving your boss bad news, we encourage you to ditch the diaper genie, disclose the situation, take accountability and work to make it right.
Are Aging Parents In La-La Land About Their Health? We can change our consciousness about healthy aging one step at a time. Now’s the time to take that step. #seniors #aging
Are Aging Parents In La-La Land About Their Health? We can change our consciousness about healthy aging one step at a time. Now’s the time to take that step. #seniors #aging
Snowflake Stock Surges on Massive Revenue Beat Snowflake’s next frontier of innovation is aimed at transforming how cloud applications are built, deployed, sold, and transacted. $SNOW
Snowflake Stock Surges on Massive Revenue Beat Snowflake’s next frontier of innovation is aimed at transforming how cloud applications are built, deployed, sold, and transacted. $SNOW
Are You Great at What You Do? Can You Prove It? While it’s difficult to generalize about what prospects consider when deciding to work with you, there is a common denominator in every decision.
Are You Great at What You Do? Can You Prove It? While it’s difficult to generalize about what prospects consider when deciding to work with you, there is a common denominator in every decision.
How Advisors Can Help Gen Z Navigate Retirement Planning Advisors should prepare for conversations about environmental, social and governance (ESG) investing and related strategies.
How Advisors Can Help Gen Z Navigate Retirement Planning Advisors should prepare for conversations about environmental, social and governance (ESG) investing and related strategies.
How Americans Feel About Digital Assets Digital assets will continue growing and it’s on advisors to properly acknowledge and capitalize on that trend. #cryptocurrency
How Americans Feel About Digital Assets Digital assets will continue growing and it’s on advisors to properly acknowledge and capitalize on that trend. #cryptocurrency
Rising Inflation Means Financial Professionals Must Rethink Life Settlements The life settlement industry is growing 34% per year on average and is expected to be worth $212 billion by 2028. #lifesettlements
Rising Inflation Means Financial Professionals Must Rethink Life Settlements The life settlement industry is growing 34% per year on average and is expected to be worth $212 billion by 2028. #lifesettlements
