All You Need to Know About the Stock Split of Amazon, Tesla, and Alphabet Stock splits by Amazon, Tesla and Alphabet will increase the accessibility and liquidity of these shares, leading to an uptick in prices.
All You Need to Know About the Stock Split of Amazon, Tesla, and Alphabet Stock splits by Amazon, Tesla and Alphabet will increase the accessibility and liquidity of these shares, leading to an uptick in prices.
Should You Be Bullish or Bearish? We remain more optimistic about the markets due to negative sentiment, seasonality, and high cash levels by fund managers.
Should You Be Bullish or Bearish? We remain more optimistic about the markets due to negative sentiment, seasonality, and high cash levels by fund managers.
The Biggest Threat to Your Money (Not Inflation) Most tech-related stocks have dipped into bear market territory. Yet cybersecurity stocks are at or near record highs! #investing #stocks
The Biggest Threat to Your Money (Not Inflation) Most tech-related stocks have dipped into bear market territory. Yet cybersecurity stocks are at or near record highs! #investing #stocks
3 Steps To Understand and Communicate Your Complete Value Involving everyone in your organization in this endeavor will help rally everybody around your value. #advisors #value #business
3 Steps To Understand and Communicate Your Complete Value Involving everyone in your organization in this endeavor will help rally everybody around your value. #advisors #value #business
Building a Social Media Following With Devin Banerjee of LinkedIn Why having a following is so important for financial advisors and how you can start to build a following. #advisors #socialmedia
Building a Social Media Following With Devin Banerjee of LinkedIn Why having a following is so important for financial advisors and how you can start to build a following. #advisors #socialmedia
How to Preserve Credit Opportunities While Eliminating Rate Risk One of the nifty things about exchange traded funds is that there’s seemingly an ETF for every occasion, including rising interest rates.
How to Preserve Credit Opportunities While Eliminating Rate Risk One of the nifty things about exchange traded funds is that there’s seemingly an ETF for every occasion, including rising interest rates.
The Evolution Of Client Communication With Carol Anderson and Andree Peterson The number of ways financial advisors can provide efficient and comprehensive advice increases through the tools we now have access to.
The Evolution Of Client Communication With Carol Anderson and Andree Peterson The number of ways financial advisors can provide efficient and comprehensive advice increases through the tools we now have access to.
The Most Versatile Financial Tool: Life Insurance The importance of life insurance and how affordable it can be. Find out why life insurance is a versatile financial tool for your portfolio.
The Most Versatile Financial Tool: Life Insurance The importance of life insurance and how affordable it can be. Find out why life insurance is a versatile financial tool for your portfolio.
How Elite Financial Advisors Grow Their Practice by 15% Or More Every Year If you want to grow your practice, think about the following question? Do you grow first and then shrink? #advisors #success
How Elite Financial Advisors Grow Their Practice by 15% Or More Every Year If you want to grow your practice, think about the following question? Do you grow first and then shrink? #advisors #success
Is Inertia Standing in Your Way? The tendency to let things stay as they are can be a serious impediment to your financial progress. The power of financial inertia is very strong.
Is Inertia Standing in Your Way? The tendency to let things stay as they are can be a serious impediment to your financial progress. The power of financial inertia is very strong.
Cognitive Biases That Can Cost You Money Making rational investment decisions requires the ability to process our own emotional impulses, but the knowledge to anticipate consequences.
Cognitive Biases That Can Cost You Money Making rational investment decisions requires the ability to process our own emotional impulses, but the knowledge to anticipate consequences.
A Deeper Dive into the World of Hedge Funds Hedge funds can be a great investment vehicle for providing absolute return, and there are so many options beyond multi-strategy funds
A Deeper Dive into the World of Hedge Funds Hedge funds can be a great investment vehicle for providing absolute return, and there are so many options beyond multi-strategy funds
Socially Ambitious Musk Joins Twitter’s Board This new role will put him in an ideal position to glean knowledge about the opportunities and risks of a possible future venture
Socially Ambitious Musk Joins Twitter’s Board This new role will put him in an ideal position to glean knowledge about the opportunities and risks of a possible future venture
The Four Worst Words in Investing The four worst words they avoid using when discussing the investment market. #investing #investor #stockmarket
The Four Worst Words in Investing The four worst words they avoid using when discussing the investment market. #investing #investor #stockmarket
How Russian Atrocities Will Alter the War The Western world, largely unified, will not quickly forgive China, India and much of Middle East if they remain neutral. #russia #ukraine
How Russian Atrocities Will Alter the War The Western world, largely unified, will not quickly forgive China, India and much of Middle East if they remain neutral. #russia #ukraine
“How Are You Today?” Use It or Ditch It? The real use of this question is to gage carefully the receptiveness of your prospect and then to respond accordingly. #sales
“How Are You Today?” Use It or Ditch It? The real use of this question is to gage carefully the receptiveness of your prospect and then to respond accordingly. #sales
10 Keys To Tapping The Hidden Power Of The Best Story Stories have been used since the beginning of time to share knowledge, history, and ideas. #business #entrepreneurs #success
10 Keys To Tapping The Hidden Power Of The Best Story Stories have been used since the beginning of time to share knowledge, history, and ideas. #business #entrepreneurs #success
Diamonds in the Rough: 3 Turnaround Stocks to Watch Bargain hunters have started sniffing around some of the market’s beaten down stocks, but are there truly any undervalued diamonds in the rough?
Diamonds in the Rough: 3 Turnaround Stocks to Watch Bargain hunters have started sniffing around some of the market’s beaten down stocks, but are there truly any undervalued diamonds in the rough?
What If the US Yield Curve Inverts? As the US Treasury curve approaches the point of inversion where shorter-term yields are higher than longer-term ones—investors are taking notice.
What If the US Yield Curve Inverts? As the US Treasury curve approaches the point of inversion where shorter-term yields are higher than longer-term ones—investors are taking notice.
Humans Will Beat the Machines, but Not at Their Own Game Be valued as a counsellor rather than a broker. The humans can beat the machines as long we don’t try to compete at their game.
Humans Will Beat the Machines, but Not at Their Own Game Be valued as a counsellor rather than a broker. The humans can beat the machines as long we don’t try to compete at their game.
The CMO Series – Drivers of Revenue: Kelly Waltrich How marketing has evolved and what the future holds for this important element of company success. #marketing #revenue #business
The CMO Series – Drivers of Revenue: Kelly Waltrich How marketing has evolved and what the future holds for this important element of company success. #marketing #revenue #business
How to Work the Room at a Social Event Working the room takes work! You never know where the first encounter might lead! #prospecting #advisors #marketing
How to Work the Room at a Social Event Working the room takes work! You never know where the first encounter might lead! #prospecting #advisors #marketing
Crypto: Tax It, Regulate It, Subsidize It If it moves, tax it. If it keeps moving, regulate it. And if it stops moving, subsidize it. #cryptocurrency #taxes #investors #business
Crypto: Tax It, Regulate It, Subsidize It If it moves, tax it. If it keeps moving, regulate it. And if it stops moving, subsidize it. #cryptocurrency #taxes #investors #business
The Unintended Consequences Of Taxing Unrealized Capital Gains I believe Biden’s tax scheme is just the latest in a long list of policies and legislation that are driven by envy. #economy #taxes
The Unintended Consequences Of Taxing Unrealized Capital Gains I believe Biden’s tax scheme is just the latest in a long list of policies and legislation that are driven by envy. #economy #taxes
Inflation Everywhere? In Asia, Not So Much Yet The global inflation picture is developing rapidly. But it’s important to note that it is not a uniform picture, especially in Emerging Markets.
Inflation Everywhere? In Asia, Not So Much Yet The global inflation picture is developing rapidly. But it’s important to note that it is not a uniform picture, especially in Emerging Markets.
Never Underestimate the Advantage of Being an Early Adopter With the advice world in a period of huge change and technological disruption, never underestimate the advantage of being an early adopter.
Never Underestimate the Advantage of Being an Early Adopter With the advice world in a period of huge change and technological disruption, never underestimate the advantage of being an early adopter.
Eight Ways To Help Clients Increase Giving Power And Reduce Taxable Income While it is unlikely that any U.S. tax law changes will materially impact the current rules around charitable giving this year. #giving
Eight Ways To Help Clients Increase Giving Power And Reduce Taxable Income While it is unlikely that any U.S. tax law changes will materially impact the current rules around charitable giving this year. #giving
How Will the S&P 500 Perform In the First Week of April? Most major indices staged a comeback in March but continue to trade lower compared to all-time highs. #stockmarket
How Will the S&P 500 Perform In the First Week of April? Most major indices staged a comeback in March but continue to trade lower compared to all-time highs. #stockmarket
5 Things Your Company Needs to Improve If you can improve these five areas, it will go a long way towards making your company more successful. #business #success
5 Things Your Company Needs to Improve If you can improve these five areas, it will go a long way towards making your company more successful. #business #success
4 Key Strategies To Help Your Remote Sales Team Find Success Remote work is part of the new norm, even for the sales crew. Don't shy away from it. Instead, embrace it. #sales #business #success
4 Key Strategies To Help Your Remote Sales Team Find Success Remote work is part of the new norm, even for the sales crew. Don't shy away from it. Instead, embrace it. #sales #business #success
How Financial Advisors Can Improve Their Ranking on Search Engines Improving your online visibility and focusing on local SEO will help you stand out among other financial advisors in your area. #SEO
How Financial Advisors Can Improve Their Ranking on Search Engines Improving your online visibility and focusing on local SEO will help you stand out among other financial advisors in your area. #SEO
The Gains and Losses of Direct Indexing with Matt Potter Direct indexing is an index investing strategy that involves directly purchasing the components of a mutual fund or an ETF at the appropriate weights.
The Gains and Losses of Direct Indexing with Matt Potter Direct indexing is an index investing strategy that involves directly purchasing the components of a mutual fund or an ETF at the appropriate weights.
Proactively Identifying and Communicating Financial Planning Disruptions In order to empower the next generations financially, we need to provide comprehensive access, personalized education, and holistic enablement.
Proactively Identifying and Communicating Financial Planning Disruptions In order to empower the next generations financially, we need to provide comprehensive access, personalized education, and holistic enablement.
The 2020’s are Proving to be a Period of Turmoil with Shocks and Uncertainty That unclear future combined with events to date means that focussing on a portfolio has become even more confusing than ever previously.
The 2020’s are Proving to be a Period of Turmoil with Shocks and Uncertainty That unclear future combined with events to date means that focussing on a portfolio has become even more confusing than ever previously.
FIVE Stock: This Value Retailer Is a Buy Right Now! Wall Street has a 12-month average price target of $227 which is 42% above its current trading price. $FIVE #stock #investing
FIVE Stock: This Value Retailer Is a Buy Right Now! Wall Street has a 12-month average price target of $227 which is 42% above its current trading price. $FIVE #stock #investing
Yield Curve Inversions & Media’s Denial Of History While using the yield curve as a market timing tool is unwise, it is just as foolish to dismiss the message it is currently sending entirely
Yield Curve Inversions & Media’s Denial Of History While using the yield curve as a market timing tool is unwise, it is just as foolish to dismiss the message it is currently sending entirely
Private Capital Set to Benefit From Headroom in Corporate Tech Budgets If a client can afford a degree of illiquidity in their portfolio, we believe there is a compelling case for investing via private markets.
Private Capital Set to Benefit From Headroom in Corporate Tech Budgets If a client can afford a degree of illiquidity in their portfolio, we believe there is a compelling case for investing via private markets.
How To Get Your Clients To Take Their Financial Plan Seriously We see an increasing number of financial advisors who are committed to a more holistic approach to working with clients
How To Get Your Clients To Take Their Financial Plan Seriously We see an increasing number of financial advisors who are committed to a more holistic approach to working with clients
Call on Convertible Bonds for Rising Rates Protection Advisors looking to simplify things with convertibles may want to consider exchange traded funds, of which there are several from well-known issuers
Call on Convertible Bonds for Rising Rates Protection Advisors looking to simplify things with convertibles may want to consider exchange traded funds, of which there are several from well-known issuers
The Number One Customer Service Strategy All a typical customer wants is for someone to be nice to them, with a willingness to take care of them. How hard can that be? #service
The Number One Customer Service Strategy All a typical customer wants is for someone to be nice to them, with a willingness to take care of them. How hard can that be? #service
The Vicious Cycle of Interest Rates Ken Ouellette dives deep into interest rates and addresses some fears and concerns people may have when it comes to changing interest rates.
The Vicious Cycle of Interest Rates Ken Ouellette dives deep into interest rates and addresses some fears and concerns people may have when it comes to changing interest rates.
What Are the Opportunities in Sustainable Transportation? Investors ought to think beyond just EVs to the ecosystem around them for opportunities; EV chargers, and electrification of the energy grid.
What Are the Opportunities in Sustainable Transportation? Investors ought to think beyond just EVs to the ecosystem around them for opportunities; EV chargers, and electrification of the energy grid.
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #finance #wealth #financialfreedom #investing
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #finance #wealth #financialfreedom #investing
Is It Really True That Motivation Can Only Come From Within Ourselves? Before leaders can help others identify what motivates them, they must first recognize their own motivations. #leadership
Is It Really True That Motivation Can Only Come From Within Ourselves? Before leaders can help others identify what motivates them, they must first recognize their own motivations. #leadership
Investing in Single Family Homes The very first question is why are you even considering investing in residential housing? Is it rental income you seek or capital gains?
Investing in Single Family Homes The very first question is why are you even considering investing in residential housing? Is it rental income you seek or capital gains?
4 Ways to Change the Experience. Without Making Change. Pulse Checks serve as wonderful enhancements to engagement surveys, stay interviews, organizational change initiatives, and so much more.
4 Ways to Change the Experience. Without Making Change. Pulse Checks serve as wonderful enhancements to engagement surveys, stay interviews, organizational change initiatives, and so much more.
Annuities: What You Need to Know Annuities are a type of investment that is often seen as a long-term retirement vehicle. They can be part of your portfolio. #annuity
Annuities: What You Need to Know Annuities are a type of investment that is often seen as a long-term retirement vehicle. They can be part of your portfolio. #annuity
