11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #business #success #investing #investors
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #business #success #investing #investors
Why the Frontline Leader Should Be More Important Than the CEO Successful organizations recognize the frontline leader as their guardians of strategy execution and give them the critical attention they deserve.
Why the Frontline Leader Should Be More Important Than the CEO Successful organizations recognize the frontline leader as their guardians of strategy execution and give them the critical attention they deserve.
Every Dollar Counts: Helping Clients Evaluate a Nonprofit If you’re contemplating a sizeable gift or ongoing commitment to the organization, this warrants additional due diligence. #giving
Every Dollar Counts: Helping Clients Evaluate a Nonprofit If you’re contemplating a sizeable gift or ongoing commitment to the organization, this warrants additional due diligence. #giving
Mega Backdoor Roth IRA Strategy Would you like to put $58,000 into a Roth IRA this year, then grow that money, tax-free, and then take it out as tax-free retirement income?
Mega Backdoor Roth IRA Strategy Would you like to put $58,000 into a Roth IRA this year, then grow that money, tax-free, and then take it out as tax-free retirement income?
Leader as Healer: The Future of Leadership is Already Here It's a call to action for a new type of leadership to emerge that recognises, acknowledges, and seeks to disrupt the evidence. #leadership
Leader as Healer: The Future of Leadership is Already Here It's a call to action for a new type of leadership to emerge that recognises, acknowledges, and seeks to disrupt the evidence. #leadership
Flight to Safety as Variant Fears Soar Covid Variant Fears, Oil Slammed, Gold Haven Appeal, Bitcoin Slides #stockmarket #investing #covid #fears
Flight to Safety as Variant Fears Soar Covid Variant Fears, Oil Slammed, Gold Haven Appeal, Bitcoin Slides #stockmarket #investing #covid #fears
The Art Of Social Media with Sasha Cibrian & Emi Weiss Why financial advisors should focus on LinkedIn and how they can optimize their profile in order to increase connections and potential prospects
The Art Of Social Media with Sasha Cibrian & Emi Weiss Why financial advisors should focus on LinkedIn and how they can optimize their profile in order to increase connections and potential prospects
Storm Engulfs Financial Markets Over Fears of New Virulent COVID Strain Fear has gripped the financial markets with the travel industry flying into another violent storm, after the discovery of a new Covid strain
Storm Engulfs Financial Markets Over Fears of New Virulent COVID Strain Fear has gripped the financial markets with the travel industry flying into another violent storm, after the discovery of a new Covid strain
What is the Metaverse Anyway? Thanks to Mark Zuckerberg at Facebook we have to understand the metaverse – and its investment implications. #metaverse
What is the Metaverse Anyway? Thanks to Mark Zuckerberg at Facebook we have to understand the metaverse – and its investment implications. #metaverse
The Faceoff Between Curiosity And Fear Fear is a tough, and worthy opponent. Fear has the ability to stall, delay, and outright avoid any decisions that require risk or uncertainty.
The Faceoff Between Curiosity And Fear Fear is a tough, and worthy opponent. Fear has the ability to stall, delay, and outright avoid any decisions that require risk or uncertainty.
Sparks Set to Fly in December’s FTSE Reshuffle The FTSE All Share Index Quarterly Review is based on closing prices on Tuesday 30 November and is due to be announced on December 1.
Sparks Set to Fly in December’s FTSE Reshuffle The FTSE All Share Index Quarterly Review is based on closing prices on Tuesday 30 November and is due to be announced on December 1.
Is the S&P 500 Topping or Just Consolidating? The S&P 500 continues to fluctuate along the 4,700 level. So is this a topping pattern or just a flat correction before another leg up?
Is the S&P 500 Topping or Just Consolidating? The S&P 500 continues to fluctuate along the 4,700 level. So is this a topping pattern or just a flat correction before another leg up?
Financial Advisors Need More Clarity Around Their Future The number one thing advisors are looking for is clarity around their business for their future. #advisors #investors #investors
Financial Advisors Need More Clarity Around Their Future The number one thing advisors are looking for is clarity around their business for their future. #advisors #investors #investors
Business Air Travel On The Road To Recovery The tide appears to be turning rapidly thanks to the decision to lift travel restrictions on vaccinated travelers entering the U.S. from Europe.
Business Air Travel On The Road To Recovery The tide appears to be turning rapidly thanks to the decision to lift travel restrictions on vaccinated travelers entering the U.S. from Europe.
Did Zillow’s $300 Million Flop Prove Me Wrong? Opendoor will buy your house sight unseen. And it’ll wire the cash into your bank account in as little as three days. $OPEN #stocks
Did Zillow’s $300 Million Flop Prove Me Wrong? Opendoor will buy your house sight unseen. And it’ll wire the cash into your bank account in as little as three days. $OPEN #stocks
Startup Investing Guide: How to Vet Online Startup Investment Opportunities Investing in startups is an excellent way to diversify your portfolio; however, it is crucial to do your due diligence. #startups #investing
Startup Investing Guide: How to Vet Online Startup Investment Opportunities Investing in startups is an excellent way to diversify your portfolio; however, it is crucial to do your due diligence. #startups #investing
Crypto Inclusion in Biden’s Infrastructure Bill Is Misguided The Biden administration will force the multi-trillion dollar sector of the future of money away from America. #cryptocurrency
Crypto Inclusion in Biden’s Infrastructure Bill Is Misguided The Biden administration will force the multi-trillion dollar sector of the future of money away from America. #cryptocurrency
Why Is Snowflake Stock up 47% In the Last 3 Months? $SNOW stock is trading at an extremely steep valuation and has a forward price to 2023 sales multiple of 62.8x. #stocks #investing
Why Is Snowflake Stock up 47% In the Last 3 Months? $SNOW stock is trading at an extremely steep valuation and has a forward price to 2023 sales multiple of 62.8x. #stocks #investing
End of The Year Tax Planning With Shane Perry According to the IRS, about 75% of taxpayers take the standard deduction, but could be missing out on valuable tax deductions if they can itemize.
End of The Year Tax Planning With Shane Perry According to the IRS, about 75% of taxpayers take the standard deduction, but could be missing out on valuable tax deductions if they can itemize.
I Haven’t Recommended a Stock in Over a Month. That’s About to Change… The IPO market is where the market leaders of tomorrow come from. It is, without question, the best place to find the next big company.
I Haven’t Recommended a Stock in Over a Month. That’s About to Change… The IPO market is where the market leaders of tomorrow come from. It is, without question, the best place to find the next big company.
Digging Yourself Out When You’re Financially Stuck There are some steps you can take yourself to begin getting financially unstuck. #finance #investing #savings #personal
Digging Yourself Out When You’re Financially Stuck There are some steps you can take yourself to begin getting financially unstuck. #finance #investing #savings #personal
The Data Point That Scared Me (and Should Scare You) Three quarters of clients say the pandemic has impacted what is important to them or how they think about the future. #advice
The Data Point That Scared Me (and Should Scare You) Three quarters of clients say the pandemic has impacted what is important to them or how they think about the future. #advice
How To Boost Your Confidence at Work If you want to succeed in your career, it can be difficult to spend so much of your time in a building where you don't feel comfortable or confident.
How To Boost Your Confidence at Work If you want to succeed in your career, it can be difficult to spend so much of your time in a building where you don't feel comfortable or confident.
13 Mistakes That Stop You From Becoming a Crazy Good Speaker (And How To Fix Them!) Are you struggling to hold your audience’s attention and own the room every time you speak? #speaking #success #personal
13 Mistakes That Stop You From Becoming a Crazy Good Speaker (And How To Fix Them!) Are you struggling to hold your audience’s attention and own the room every time you speak? #speaking #success #personal
When it's a Good Idea to Refinance Your Student Loans (and When It Isn't) Student debt refinancing can be a catch-22 situation. If you have a high income and credit score, you're more likely to qualify for a cheaper rate.
When it's a Good Idea to Refinance Your Student Loans (and When It Isn't) Student debt refinancing can be a catch-22 situation. If you have a high income and credit score, you're more likely to qualify for a cheaper rate.
Waking Up the Giants Credit markets may like to stabilize a little. These are the projected impacts upon my favorite picks to ride out the tapering storm.
Waking Up the Giants Credit markets may like to stabilize a little. These are the projected impacts upon my favorite picks to ride out the tapering storm.
How to be a Better Listener The value of being a better listener is undeniable. It’s a skill and skills require practice and development. #listening #business #success
How to be a Better Listener The value of being a better listener is undeniable. It’s a skill and skills require practice and development. #listening #business #success
How Merry Will Christmas Be? Part Two American markets today appear set to start in negative territory as the S&P 500, NASDAQ and DOW are all trending down. #stockmarket
How Merry Will Christmas Be? Part Two American markets today appear set to start in negative territory as the S&P 500, NASDAQ and DOW are all trending down. #stockmarket
Don’t Let Daily Business Challenges Turn You Negative Being a downer is not something that someone did to you; it’s something that you did to yourself. Therefore, it’s up to you to fix it.
Don’t Let Daily Business Challenges Turn You Negative Being a downer is not something that someone did to you; it’s something that you did to yourself. Therefore, it’s up to you to fix it.
Unique “Open Architecture” Wealth Management Options Using PPLI need to consider what an investment vehicle can uniquely do – what is its context and maximal contribution to a comprehensive financial plan?
Unique “Open Architecture” Wealth Management Options Using PPLI need to consider what an investment vehicle can uniquely do – what is its context and maximal contribution to a comprehensive financial plan?
Santa Claus Rally Is Coming, But Will Markets Correct First? While we are certainly anxiously anticipating the arrival of the Santa Claus Rally, we are also must remember the lesson taught to us in 2018.
Santa Claus Rally Is Coming, But Will Markets Correct First? While we are certainly anxiously anticipating the arrival of the Santa Claus Rally, we are also must remember the lesson taught to us in 2018.
The Hidden Danger of the AUM Model for Financial Advisors: Looking Just Like Everyone Else If you charge the same way everyone else does...you are a commodity and will be referred and evaluated as one. #advisors #fees #investor
The Hidden Danger of the AUM Model for Financial Advisors: Looking Just Like Everyone Else If you charge the same way everyone else does...you are a commodity and will be referred and evaluated as one. #advisors #fees #investor
What to Make of S&P 500 Valuations Something that's being brought time and again this year is that domestic stocks are expensive, but not exorbitantly so. #investing
What to Make of S&P 500 Valuations Something that's being brought time and again this year is that domestic stocks are expensive, but not exorbitantly so. #investing
Coinbase vs. Robinhood: Which New-Age Broker Stock Is a Better Investment? Robinhood is valued at a forward price to sales multiple of 14x and is still unprofitable even on an adjusted basis. #investing #investor
Coinbase vs. Robinhood: Which New-Age Broker Stock Is a Better Investment? Robinhood is valued at a forward price to sales multiple of 14x and is still unprofitable even on an adjusted basis. #investing #investor
How ESG Could Influence Corporate Bond Prices This tool could be useful for evaluating credit opportunities in an increasingly environmentally sensitive investment landscape. #ESG #Bonds
How ESG Could Influence Corporate Bond Prices This tool could be useful for evaluating credit opportunities in an increasingly environmentally sensitive investment landscape. #ESG #Bonds
My Sales, Marketing and Leadership Predictions for 2022 Here are my predictions for 2022 covering subjects such as #sales, #marketing, #leadership, #metaverse, and #business.
My Sales, Marketing and Leadership Predictions for 2022 Here are my predictions for 2022 covering subjects such as #sales, #marketing, #leadership, #metaverse, and #business.
Jobs Galore Global equities slipped back a little last week, posting their first weekly decline since the beginning of October. #stockmarket #economy
Jobs Galore Global equities slipped back a little last week, posting their first weekly decline since the beginning of October. #stockmarket #economy
Rethink: Moving Firms – Captive vs IBD vs RIA featuring Ryan Shanks The trio discuss the motivations for both firms and advisors to affiliate with modern practices and rebuilt legacy platforms.
Rethink: Moving Firms – Captive vs IBD vs RIA featuring Ryan Shanks The trio discuss the motivations for both firms and advisors to affiliate with modern practices and rebuilt legacy platforms.
The Key To Remaining in the Millionaire Club Most financial fortunes are born out of risk-taking. Maintaining your financial wealth, however, relies more on risk management. #investing
The Key To Remaining in the Millionaire Club Most financial fortunes are born out of risk-taking. Maintaining your financial wealth, however, relies more on risk management. #investing
The World Of Art Appraisal with Andrea Roth Have you ever wondered how much the painting hanging above your parents fireplace is worth? #art #appraisal #investing #investor
The World Of Art Appraisal with Andrea Roth Have you ever wondered how much the painting hanging above your parents fireplace is worth? #art #appraisal #investing #investor
Heading Into the Holiday Season, Focus On Building Community Networks are just a series of nodes, communities support each other, look out for each other, and have lifeblood. #community
Heading Into the Holiday Season, Focus On Building Community Networks are just a series of nodes, communities support each other, look out for each other, and have lifeblood. #community
How to Enable Rapid Workforce Redeployment Deploying a successful rapid workforce redeployment strategy can help ensure that your organization remains agile in the face of adversity.
How to Enable Rapid Workforce Redeployment Deploying a successful rapid workforce redeployment strategy can help ensure that your organization remains agile in the face of adversity.
A Volatile Day in the Markets Stock Markets Today - Lira Plunge, Powell, Lockdown, PMIs, Oil, Gold, Bitcoin #investing #investor
A Volatile Day in the Markets Stock Markets Today - Lira Plunge, Powell, Lockdown, PMIs, Oil, Gold, Bitcoin #investing #investor
The Important Role Gratitude Can Play In Your Finances Every Year When you’re well taken care of, you have the capacity to give to others, whether that be personally, professionally, or financially.
The Important Role Gratitude Can Play In Your Finances Every Year When you’re well taken care of, you have the capacity to give to others, whether that be personally, professionally, or financially.
Estate Planning Law Proposals You Should Be Thinking About If you’re a family that looks for advanced planning, you should be preparing for these changes regardless of whether or not they come to pass.
Estate Planning Law Proposals You Should Be Thinking About If you’re a family that looks for advanced planning, you should be preparing for these changes regardless of whether or not they come to pass.
Disrupting Inflation: Innovative Companies Can Light the Way We have long believed that disruptive innovation is a deflationary driver across many industries. #inflation #innovation #investing
Disrupting Inflation: Innovative Companies Can Light the Way We have long believed that disruptive innovation is a deflationary driver across many industries. #inflation #innovation #investing
The Process Most Important for Advisors To Ensure Client Loyalty This process is the most important way for advisors to ensure client loyalty…even more advising about their investments. #advisors #loyalty
The Process Most Important for Advisors To Ensure Client Loyalty This process is the most important way for advisors to ensure client loyalty…even more advising about their investments. #advisors #loyalty
