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S&P 3500 By Year End If QT Continues

Why Dividends Are Outperforming in 2022

Income Planning for Investors Ages 40 to 60

Do You Struggle with Being Nice To Prospects?

Aug 18, 2022 by Elinor Stutz

Whether approaching prospects, meeting with current clients, or attending events, it is always best to smile and do our best to be helpful.

Inflation Still a “Sticky” Situation for the Fed

Aug 18, 2022 by Guest Contributor

Recent inflation data is reassuring and an indication that inflation can be tamed, but investors should expect more Fed-induced volatility.

The Power of Everyday Transitions

Aug 17, 2022 by Achim Nowak

Have a transition mindset. And consider the following very specific ways of putting transitions into action throughout your work day.

Energy Retreat Could Spell Opportunity

Aug 17, 2022 by Todd Shriber

With earnings estimates improving and stock prices moving lower, valuations within the energy sector continue to look attractive. #ESG

15 Questions To Quiz Your Financial Health

Aug 17, 2022 by Kim Griego Kiel

15 questions for you to follow along and figure out your financial health score. #finance #investing #financialfreedom

6 Information Surges Raise Huge Startup Opportunities

Aug 17, 2022 by Martin Zwilling

Use the steps outlined here to stay ahead of it, and use its power to propel your startup into the future, ahead of your competition.

Why Consistent Effort and Some Natural Talent Are A Killer Combination

Aug 17, 2022 by Rochelle Moulton

You can have all the natural podcasting talent in the world—but if you’re not willing to channel your inner Lowell, you just might quit.

Look for a Serious Reality Check to the S&P 500 Run

Aug 17, 2022 by Monica Kingsley

S&P 500 was swiftly rejected at 200-day moving average – like clockwork, with bonds presaging further weakness. #stocks #investing

How To Use Strategic Financing in Your Business

Aug 17, 2022 by Guest Contributor

The article delves into the topic and outlines essential methods for integrating strategy into your business operations. #planning

Truss’s ‘War of Independence’ Over Bank of England Will Spook Markets

Aug 17, 2022 by Guest Contributor

Liz Truss, frontrunner to become the next UK Prime Minister, hints that the Bank of England’s independence is under threat will spook markets

Rough Times Aside, Bond ETFs Still Have Benefits

Aug 17, 2022 by Todd Shriber

In many cases, these perks apply to both active and passive ETFs across a broad assortment of bond market segments. #bonds #ETFs

Where’s My Self-Driving Car?

Aug 17, 2022 by Stephen McBride

For all the hype and billions of dollars invested, robocars are still in test mode. What gives? #auto #driverless #investing #cars

Should You Position Your Wealth Management Firm Like a Family Office?

Aug 17, 2022 by Grant Hicks

How to shift from wealth management to comprehensive wealth advice like a family office? #advice #familyoffice #investors

Economic Slowdown Now, Recession Coming In 2023

Aug 17, 2022 by Lance Roberts

The current market rally is not the beginning of a bull market. Investors will likely get lured into a bear market rally with disappointing outcomes.

Practifi Pertinent in New Era of Wealth Management Automation

Aug 17, 2022 by Practifi

Technology can be complex and it’s usually not advisors’ core competency. A more efficient practice is often a more successful practice.

Delivering High Level Services to Clients with Carla Barry

Aug 17, 2022 by Power Your Advice

Doug and Carla talked about her coming from outside the financial services industry and what she believes goes into creating a great service model.

Finding – And Keeping – Amazing Talent With Andree Mohr and Liz Manibay

Aug 17, 2022 by Integrated Partners

A McKinsey study says that superior talent is up to 8 times more productive. How can you locate this talwnt within a group of interviewees?

The Emotional Connection To Generational Wealth

Aug 17, 2022 by Copper Beech Financial Group

The empowering and enabling side of money while detailing how the pandemic and social media have impacted families and children.

Three Trends That Will Help Define the Green Transition

Aug 17, 2022 by Guest Contributor

3 trends that we believe are crucial to the green transformation and which could present opportunities for sustainability-themed investment strategies.

Do You Have Good Investing Skills?

Aug 16, 2022 by James E. Wilson

Do you have the skills needed to be a successful investor? What’s required for a successful investing experience? #investing

Leaving a Legacy If You Are Wealthy (or If You Are Not)

Aug 16, 2022 by Bryce Sanders

There are many ways your client can arrange for their name to live on after them. Many nonprofits are happy to help. #legacy

Uncertainty vs Certainty: Five Areas That Can Potentially Cause Huge Future Problems

Aug 16, 2022 by Scott Leonardi

There’s a great deal of uncertainty in everyone’s lifetime, especially during the planning of the rest of your great adventure. #planning

Protecting Your Money From Inflation

Aug 16, 2022 by Guest Contributor

By investing in these assets, you can help to protect your wealth from the effects of inflation. #investing #investor #inflation

How Listening to Your Target Market Can Skyrocket Your Business

Aug 16, 2022 by Guest Contributor

Actively listening to your target market is the only way to truly give customers what they need. #buisness #success #listening

Everything You Need To Know About Life Settlements

Aug 16, 2022 by Jeremy Keil

The process of life settlements in an easy-to-understand manner and highlight the situations when selling your life insurance policy can be beneficial.

How To Get Clients as a Financial Advisor: 6 Strategies and Examples

Aug 16, 2022 by FMG

We’ve compiled 6 actionable marketing strategies to help you attract and convert leads as a financial advisor. #advisors

ECB Tilts Toward Climate, but Investors Can Go Further

Aug 16, 2022 by Alliance Bernstein

The European Central Bank (ECB) is set to tilt its monetary policy strategy towards corporate bond issuers with better climate performance.

Advisors: The Road To Sustained Peak Performance

Aug 16, 2022 by Tony Vidler

Attaining peak performance is simply a matter of having a good process that focuses your time and effort in the right proportions on the right things.

Is Goldman Sachs Letting Apple Down?

Aug 16, 2022 by Chris Skinner

There’s a good old challenge in banking that, in recent years, has been growing. The challenge is to name the bad guy. #investing

Investigating I Bonds

Aug 16, 2022 by Todd Shriber

I bonds aren’t accessible in fund form and maximum purchase allowed per tax identification number is $10,000 per year. #ibonds

Why Millennials & Gen Xers View Money Differently

Aug 16, 2022 by Corey Heimensen

Why using mobile assets such as online banking can be beneficial and why millennials & Gen Xers view money differently. #money

Are We at Peak Hawkishness?

Aug 16, 2022 by Guest Contributor

We believe volatility is still inevitable, particularly given geopolitical considerations. #inflation #investing #stockmarket

A Purposeful Approach to Client Management with Rikin Patel

Aug 16, 2022 by Permission to Succeed

Rikin's his approach to client management and how he approaches integrating insurance in his clients’ accounts. #insurance #advisor

50% Of Investors Say Inflation Will Remain Above 7% Over Next 18 Months

Aug 16, 2022 by Guest Contributor

Half of investors believe that inflation will remain high in the next 18 months, despite signs that the surge in consumer prices might have peaked.

Investors Realizing the Permanence of the Pandemic

Aug 16, 2022 by Catherine McBreen

Investors need to determine to what level the pandemic will continue to impact their own decision-making. #pandemic #investing

6 Secrets To Making Your Pitch To Investors Stand Out

Aug 15, 2022 by Martin Zwilling

Real winning content has to start with a story that excites people’s imagination, and pulls them in emotionally. #content #imagination

Your Dreams Aren’t In Your Rearview Mirror

Aug 15, 2022 by Nancy Fredericks

Don’t spend your time in areas that produce little joy, let alone a prospering career. For it may cause you to miss capturing your dreams.

Press One to Do This, Two to Do That … Phone Tree Abuse!

Aug 15, 2022 by Shep Hyken

Make it easy for them to get their answers. Give them the experience they deserve – one that is easy, frictionless, and helpful.

Dealing With Burnout

Aug 15, 2022 by Guest Contributor

When you don't even realise you're heading in the burnout direction, here's what you can do to deal with it in the best way. #burnout

Five Best Practices for Securing Your Data

Aug 15, 2022 by Guest Contributor

By taking steps to secure your data, you can help to protect your business from data breaches. #datasecurity #business

Lessons From the NFL to Close More Business

Aug 15, 2022 by Mike Brooks

Two simple ways of closing more business and making more money. #sales #business #money

Preparing Yourself to be Financially Ready for Elderly Care

Aug 15, 2022 by Gregory DuPont

How important it is to start budgeting for your future healthcare costs and figuring out how your parents can budget for theirs. #care

Will the S&P 500 Index Rally In the Upcoming Week?

Aug 15, 2022 by Finscreener

After the optimistic inflation data was released last week, investors and analysts are awaiting the housing data release scheduled for next week.

Does Gold Know That a Recession Is Coming?

Aug 15, 2022 by Golden Meadow

Recession has already occurred or is on its way.. Somebody should tell gold about it! #gold #recession #investing

Long Term Returns Are Unsustainable

Aug 15, 2022 by Lance Roberts

Since stock prices get driven by the psychology of market participants, there can be periods when markets disconnect from fundamentals.

5 Ways You’re Setting Yourself Up to Fail

Aug 15, 2022 by Don Connelly

While there are dozens of ways advisors may be sabotaging their business, here are five we see most often. #advisors #success

FP Alpha: Helping Advisors Harness the Power of AI

Aug 15, 2022 by FP Alpha

Advisors know that estate planning is an essential part of their service menu and one that’s a vital contributor in holistic practice offerings.

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