Where Is Inflation Heading? There are many more measures of inflation expectations, but no single measure can truly forecast the future. #inflation #stockmarket #economy
Where Is Inflation Heading? There are many more measures of inflation expectations, but no single measure can truly forecast the future. #inflation #stockmarket #economy
Half-Time: How to Master the Run-in to December No matter where you're at, what you've done and what you haven't. Ask yourself what you need to do from here. #future
Half-Time: How to Master the Run-in to December No matter where you're at, what you've done and what you haven't. Ask yourself what you need to do from here. #future
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #investing #finance #investor #weath #success
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #investing #finance #investor #weath #success
Why Hunger Is Worth More Than Experience An excessive reverence for past doing, past success. Cultivate a hunger for leaving the jail of uninspired experience behind. #hunger
Why Hunger Is Worth More Than Experience An excessive reverence for past doing, past success. Cultivate a hunger for leaving the jail of uninspired experience behind. #hunger
FED: U.S. Cocktail of Growth and Inflation While investors are all-in on the U.S. Federal Reserve’s transitory narrative, the inflationary cauldron continues to boil. #inflation
FED: U.S. Cocktail of Growth and Inflation While investors are all-in on the U.S. Federal Reserve’s transitory narrative, the inflationary cauldron continues to boil. #inflation
How to Co-Create Your Client-Facing Tech Stack If you are considering implementing client-facing technology it is an ideal opportunity to leverage your client advisory board. #advisors
How to Co-Create Your Client-Facing Tech Stack If you are considering implementing client-facing technology it is an ideal opportunity to leverage your client advisory board. #advisors
6 Video Marketing Ideas to Elevate Your Practice If you’re looking for a way to help your practice stand out, video marketing is a great place to start. #advisors #marketing #video
6 Video Marketing Ideas to Elevate Your Practice If you’re looking for a way to help your practice stand out, video marketing is a great place to start. #advisors #marketing #video
4 Uses for Cloud Technologies in a Business Here are four cloud-based services that can be useful to any business looking to benefit from this modern technology. #technology
4 Uses for Cloud Technologies in a Business Here are four cloud-based services that can be useful to any business looking to benefit from this modern technology. #technology
Roaring Comeback of Reflation and Commodities S&P 500 keeps trading near its highs, with a bullish bias, characterized by sectoral rotations and improving market breadth including in Nasdaq.
Roaring Comeback of Reflation and Commodities S&P 500 keeps trading near its highs, with a bullish bias, characterized by sectoral rotations and improving market breadth including in Nasdaq.
It’s Time for Leaders to Step Up: Moving Beyond Lip Service and Limited Action It’s not the employees that make equity happen. It’s you the leaders. Are you ready to move beyond lip service and take action? #inclusion
It’s Time for Leaders to Step Up: Moving Beyond Lip Service and Limited Action It’s not the employees that make equity happen. It’s you the leaders. Are you ready to move beyond lip service and take action? #inclusion
Can You Use a Personal Loan for Investment Purposes? If you want to try investing to reap huge profits later in life, you can take out a personal loan and use it to fuel your investments. #investing
Can You Use a Personal Loan for Investment Purposes? If you want to try investing to reap huge profits later in life, you can take out a personal loan and use it to fuel your investments. #investing
5 Benefits of Collecting Client Reviews There are some easy marketing wins for those advisors willing to make an effort to add client reviews to their marketing plan.
5 Benefits of Collecting Client Reviews There are some easy marketing wins for those advisors willing to make an effort to add client reviews to their marketing plan.
Getting a TAN and Sticking with Working Strategies Sticking with working strategies and themes may seem challenging, but fighting the tape is not the answer. #investing #ETFs
Getting a TAN and Sticking with Working Strategies Sticking with working strategies and themes may seem challenging, but fighting the tape is not the answer. #investing #ETFs
The Labor Shortage May Be Permanent This is a big reason employers can’t fill jobs. In many cases, the workers they want simply don’t exist. #economy #jobs #investing
The Labor Shortage May Be Permanent This is a big reason employers can’t fill jobs. In many cases, the workers they want simply don’t exist. #economy #jobs #investing
The Lifeline of Markets: Liquidity Defined Liquidity is our asset bubble’s lift and worth closely examining to better assess the markets’ potential flight path. #stockmarket #liquidity
The Lifeline of Markets: Liquidity Defined Liquidity is our asset bubble’s lift and worth closely examining to better assess the markets’ potential flight path. #stockmarket #liquidity
How Do We Emerge From a State of Fear? The best way to emerge from a state of fear is by being social, looking after friends and neighbours and being part of a community. #fear
How Do We Emerge From a State of Fear? The best way to emerge from a state of fear is by being social, looking after friends and neighbours and being part of a community. #fear
Metaverse Could be Marvelous in New ETF Form Good places to start when discussing META and its potential inclusion (likely on a satellite basis) in the portfolios of risk-tolerant clients.
Metaverse Could be Marvelous in New ETF Form Good places to start when discussing META and its potential inclusion (likely on a satellite basis) in the portfolios of risk-tolerant clients.
Rush This One Thing and You Could Ruin Your Entire Game The golf course is a great place to prospect, but NOT because you have a captive audience for four hours! #advisors #prospecting
Rush This One Thing and You Could Ruin Your Entire Game The golf course is a great place to prospect, but NOT because you have a captive audience for four hours! #advisors #prospecting
The Five Biggest Financial Planning Mistakes Made During the Pandemic As we begin to reopen, what have we learned about our financial plan during the pandemic? #finance #wealthmanagement
The Five Biggest Financial Planning Mistakes Made During the Pandemic As we begin to reopen, what have we learned about our financial plan during the pandemic? #finance #wealthmanagement
4 Tips For Teaching Financial Literacy To Your Kids Start with the following four tips for teaching financial literacy to your kids. #finance #kids #education #money #wealth
4 Tips For Teaching Financial Literacy To Your Kids Start with the following four tips for teaching financial literacy to your kids. #finance #kids #education #money #wealth
Why All the Attention on Crypto? Stay open minded about innovations in digital and decentralized finance as they can improve market efficiency. #cryptocurrency
Why All the Attention on Crypto? Stay open minded about innovations in digital and decentralized finance as they can improve market efficiency. #cryptocurrency
This is the Secret of Sales Sales is nothing more than a set of recurring selling situations that you encounter over and over again. #sales #success
This is the Secret of Sales Sales is nothing more than a set of recurring selling situations that you encounter over and over again. #sales #success
When The Universe Isn’t Cooperating It’s Time To Take Matters Into Your Own Hands You’re starting to wonder if maybe it’s just you. Maybe you just don’t have what it takes. Sound familiar? #personal #goals
When The Universe Isn’t Cooperating It’s Time To Take Matters Into Your Own Hands You’re starting to wonder if maybe it’s just you. Maybe you just don’t have what it takes. Sound familiar? #personal #goals
NFP Data on Tap, S&P 500 Slowly Grinds Higher, Overbought? Holiday-style trade, narrow ranges, and low volatility have been this week’s theme in the S&P 500 thus far. #stockmarket #trading
NFP Data on Tap, S&P 500 Slowly Grinds Higher, Overbought? Holiday-style trade, narrow ranges, and low volatility have been this week’s theme in the S&P 500 thus far. #stockmarket #trading
How You React Plays Big Role in Money Decisions We don’t see things as they are, we see things as we are. Therefore, financial planning cannot be meaningfully done by algorithm.
How You React Plays Big Role in Money Decisions We don’t see things as they are, we see things as we are. Therefore, financial planning cannot be meaningfully done by algorithm.
How The Right Values Help Increase Your Wellbeing Crappy values in both our personal and professional lives have led to a mental health crisis that shows no signs of letting up. #values
How The Right Values Help Increase Your Wellbeing Crappy values in both our personal and professional lives have led to a mental health crisis that shows no signs of letting up. #values
2 Simple Reasons It’s Impossible For Businesses To Have Loyal Customers Why do people buy from one organization over and over again? #business #success #service #loyalty
2 Simple Reasons It’s Impossible For Businesses To Have Loyal Customers Why do people buy from one organization over and over again? #business #success #service #loyalty
Combatting the Perceived Ease of Investing The challenge that investing may appear easy to investors, thus lessening the perceived value of a plan and an advisor. #investing
Combatting the Perceived Ease of Investing The challenge that investing may appear easy to investors, thus lessening the perceived value of a plan and an advisor. #investing
Credit Spreads Declined Unprecedentedly. Will Gold Follow? Some important downside risks for the US economy are still present, and they could materialize later in the future. #gold #investing
Credit Spreads Declined Unprecedentedly. Will Gold Follow? Some important downside risks for the US economy are still present, and they could materialize later in the future. #gold #investing
The “Long COVID” Economy Most people who get COVID-19 survive, but sometimes with persistent health consequences. Scientists are trying to understand Long COVID
The “Long COVID” Economy Most people who get COVID-19 survive, but sometimes with persistent health consequences. Scientists are trying to understand Long COVID
Why Some Investors Do Not Use an Advisor The reasons why an investor would NOT have an advisor are just as varied as the reasons why investors use an advisor. #advice
Why Some Investors Do Not Use an Advisor The reasons why an investor would NOT have an advisor are just as varied as the reasons why investors use an advisor. #advice
Clients Are Getting Demanding About ESG Investing The universe of environmental, social and governance (ESG) investing options is evolving and expanding. #investing #ESG
Clients Are Getting Demanding About ESG Investing The universe of environmental, social and governance (ESG) investing options is evolving and expanding. #investing #ESG
Is The 60/40 Portfolio Broken? For decades, the standard representation for a balanced portfolio has been the “60/40”- 60% equities, 40% bonds. #portfolio #investing
Is The 60/40 Portfolio Broken? For decades, the standard representation for a balanced portfolio has been the “60/40”- 60% equities, 40% bonds. #portfolio #investing
Use Real Estate to Diversify Your Clients’ Portfolios with Stephan Sakhai Sovereign draws on a deep knowledge of real estate fundamentals and capital markets to acquire properties and loans throughout the country
Use Real Estate to Diversify Your Clients’ Portfolios with Stephan Sakhai Sovereign draws on a deep knowledge of real estate fundamentals and capital markets to acquire properties and loans throughout the country
Pepsi: Is This Dividend-Paying Stock a Buy Right Now? Wall Street expects PEP stock to touch $155 in the next 12-months, indicating an upside potential of 6%. $PEP #stocks #investing
Pepsi: Is This Dividend-Paying Stock a Buy Right Now? Wall Street expects PEP stock to touch $155 in the next 12-months, indicating an upside potential of 6%. $PEP #stocks #investing
Global Stocks: A Winning First Half of 2021, but Will the Bull Market Continue? The current bull run in stock markets is likely to continue for the second half of 2021 – but there are also headwinds on the horizon.
Global Stocks: A Winning First Half of 2021, but Will the Bull Market Continue? The current bull run in stock markets is likely to continue for the second half of 2021 – but there are also headwinds on the horizon.
Using Analytics and Intuition While using Analytics based on AI has limitations, here are several suggestions to make it more effective. #buisness #success
Using Analytics and Intuition While using Analytics based on AI has limitations, here are several suggestions to make it more effective. #buisness #success
The Inflation Connection: Energy, Housing & Wages Looking at the current inflation data, you have to be willing to recognize that all trends, no matter how seemingly inexorable, come to an end.
The Inflation Connection: Energy, Housing & Wages Looking at the current inflation data, you have to be willing to recognize that all trends, no matter how seemingly inexorable, come to an end.
Frugality Syndrome: Making the Shift From Saving To Spending When someone with Frugality Syndrome reaches the original threshold amount needed for financial independence, they often move the goal ahead.
Frugality Syndrome: Making the Shift From Saving To Spending When someone with Frugality Syndrome reaches the original threshold amount needed for financial independence, they often move the goal ahead.
New Powers for Regulators The theme will be greater competition, as all federal agencies are directed to crack down on concentration and predatory practices.
New Powers for Regulators The theme will be greater competition, as all federal agencies are directed to crack down on concentration and predatory practices.
Hedging Bond Bets Could Be Superior to Other Fixed Income Ideas Hedged bond strategies are pretty good deals and ease the burden of balancing income against rate risk. #fixedincome #bonds
Hedging Bond Bets Could Be Superior to Other Fixed Income Ideas Hedged bond strategies are pretty good deals and ease the burden of balancing income against rate risk. #fixedincome #bonds
How Food Connects People with Johnny De Lima Through the trying times of COVID-19, a shared love for good food is something that has kept people connected. #connections #food
How Food Connects People with Johnny De Lima Through the trying times of COVID-19, a shared love for good food is something that has kept people connected. #connections #food
Women and Wealth: Planning for Retirement The importance of taking hold of your finances and developing financial literacy early on in life. #women #wealth #retirement
Women and Wealth: Planning for Retirement The importance of taking hold of your finances and developing financial literacy early on in life. #women #wealth #retirement
High Returns in Real Assets and Technology S&P 500 keeps consolidating yesterday‘s lackluster session gains, preparing for a fresh upswing whenever Nasdaq is ready to rise again.
High Returns in Real Assets and Technology S&P 500 keeps consolidating yesterday‘s lackluster session gains, preparing for a fresh upswing whenever Nasdaq is ready to rise again.
4 Ways You Can Increase Sales Through Marketing Every organization needs to be marketed well in order to make any impact in its industry or target market. #sales #business #success
4 Ways You Can Increase Sales Through Marketing Every organization needs to be marketed well in order to make any impact in its industry or target market. #sales #business #success
Vaccines and Inflation Risk The CDC focuses on keeping the whole population safe. But that’s not the same as keeping individuals safe. #vaccines
Vaccines and Inflation Risk The CDC focuses on keeping the whole population safe. But that’s not the same as keeping individuals safe. #vaccines
The Connected Experience for Asset Managers and their Advisor Clients The formation of business intelligence teams and new operating models are focused on engaging advisors in new, more data-driven ways.
The Connected Experience for Asset Managers and their Advisor Clients The formation of business intelligence teams and new operating models are focused on engaging advisors in new, more data-driven ways.
