Let the "Adjacent Possible" Define What's Next Maybe you’re feeling intimidated by having to define your future of work or establish a new process or invent a new product.
Let the "Adjacent Possible" Define What's Next Maybe you’re feeling intimidated by having to define your future of work or establish a new process or invent a new product.
The Beginning of the End of an Era in Bonds The secular bond bear will not happen overnight, and in our view it is still not imminent, but it will come eventually. #bonds
The Beginning of the End of an Era in Bonds The secular bond bear will not happen overnight, and in our view it is still not imminent, but it will come eventually. #bonds
How to Lower Taxes on Dividend Stocks Here are a few ways you can trim your tax bill by understanding how dividends are taxed. #investor #finance #dividends
How to Lower Taxes on Dividend Stocks Here are a few ways you can trim your tax bill by understanding how dividends are taxed. #investor #finance #dividends
Visa and PayPal Give the Green Light to Cryptos. Should You? The acceptance of digital currencies as a form of payment expanded greatly last week, foreshadowing the increasingly important role cryptos.
Visa and PayPal Give the Green Light to Cryptos. Should You? The acceptance of digital currencies as a form of payment expanded greatly last week, foreshadowing the increasingly important role cryptos.
Case for Bonds Isn't Lost, But Knowing Where to Look Is Key The Federal Reserve is engaging in stimulative monetary policy, which is depressing the dollar, setting the stage for upside for emerging markets bonds
Case for Bonds Isn't Lost, But Knowing Where to Look Is Key The Federal Reserve is engaging in stimulative monetary policy, which is depressing the dollar, setting the stage for upside for emerging markets bonds
Biodiversity Is the Next 'Climate' for Investors For investors, the takeaway is clear: biodiversity should be our next big focus. #ESG #biodiversity #investors #investing
Biodiversity Is the Next 'Climate' for Investors For investors, the takeaway is clear: biodiversity should be our next big focus. #ESG #biodiversity #investors #investing
Leverage Artificial Intelligence in Your Investment Strategy with David Aferiat How Trade Ideas makes technology normally available to hedge funds available to financial advisors and investors. #investing
Leverage Artificial Intelligence in Your Investment Strategy with David Aferiat How Trade Ideas makes technology normally available to hedge funds available to financial advisors and investors. #investing
You Need To Be Elon Cool and Buffett Savvy To Grow Your Wealth The future of investment is this fine line between forward-thinking drive and old-fashioned principles. #stockmarket #stocks #investing
You Need To Be Elon Cool and Buffett Savvy To Grow Your Wealth The future of investment is this fine line between forward-thinking drive and old-fashioned principles. #stockmarket #stocks #investing
"Infotainment" Isn't All It's Cracked Up to Be Connect your customers to those deeper meanings, and even Netflix will have a hard time competing with you. #marketing
"Infotainment" Isn't All It's Cracked Up to Be Connect your customers to those deeper meanings, and even Netflix will have a hard time competing with you. #marketing
Getting Your Email on in 2021: Human Behavior Hacks Every Financial Services Marketer Should Know If you are going to use email in your marketing mix in 2021, then let’s make sure it’s as effective as possible. #email #marketing
Getting Your Email on in 2021: Human Behavior Hacks Every Financial Services Marketer Should Know If you are going to use email in your marketing mix in 2021, then let’s make sure it’s as effective as possible. #email #marketing
How To Be A Leader When Machines Are Smarter Than You Leaders today need to understand and utilize the algorithmic compute power of artificial intelligence that supports hyper-personalization.
How To Be A Leader When Machines Are Smarter Than You Leaders today need to understand and utilize the algorithmic compute power of artificial intelligence that supports hyper-personalization.
What If You Decided That Every Failure Was Just A Powerful Story? What if you decided that every failure was just a powerful story? #business #storytelling #success #power
What If You Decided That Every Failure Was Just A Powerful Story? What if you decided that every failure was just a powerful story? #business #storytelling #success #power
8 Ways You Can Support Women & Minority Businesses While it is important to define the issue and educate oneself, we also need to act. #diversity #inclusion #education #women
8 Ways You Can Support Women & Minority Businesses While it is important to define the issue and educate oneself, we also need to act. #diversity #inclusion #education #women
Why ‘Planning on the Run’ Is Important for Business Survival Those organizations who take leadership of this new mode of orchestrating their business will succeed; those that do not will fail and die.
Why ‘Planning on the Run’ Is Important for Business Survival Those organizations who take leadership of this new mode of orchestrating their business will succeed; those that do not will fail and die.
5 Reasons Culture Matters in Advisory Firms Building a positive company culture is good for business, but it’s more important in industries that thrive on the referral of happy clients
5 Reasons Culture Matters in Advisory Firms Building a positive company culture is good for business, but it’s more important in industries that thrive on the referral of happy clients
Pitch Your Product in Two Sentences This is an elevator pitch designed to inform and grab interest in a prospect during the time you’re in an elevator together
Pitch Your Product in Two Sentences This is an elevator pitch designed to inform and grab interest in a prospect during the time you’re in an elevator together
Navigating the Tidal Wave of Liquidity S&P 500 is likely to keep consolidating gained ground, and (shallow) bear raids wouldn‘t be unexpected here. #stockmarket
Navigating the Tidal Wave of Liquidity S&P 500 is likely to keep consolidating gained ground, and (shallow) bear raids wouldn‘t be unexpected here. #stockmarket
5 Ways the Footwear Industry Is Improving Systematic change has taken over the footwear industry, and it shows great promise in how this sector will evolve in the years to com
5 Ways the Footwear Industry Is Improving Systematic change has taken over the footwear industry, and it shows great promise in how this sector will evolve in the years to com
When Assessing Taxes, There Is No Such Thing as Fair Let’s make a couple of things abundantly clear — tax policies are political and there is no such thing as fair. #taxes #finance
When Assessing Taxes, There Is No Such Thing as Fair Let’s make a couple of things abundantly clear — tax policies are political and there is no such thing as fair. #taxes #finance
3 Stocks That Pay a Monthly Dividend While most companies pay dividends each quarter, a few companies have a monthly payout. #dividends #stocks #investing
3 Stocks That Pay a Monthly Dividend While most companies pay dividends each quarter, a few companies have a monthly payout. #dividends #stocks #investing
The Generational Transfer of Assets is Now This wealth transfer will change the role of investment advisors and advice as well as the manner of how wealth is created. #wealth
The Generational Transfer of Assets is Now This wealth transfer will change the role of investment advisors and advice as well as the manner of how wealth is created. #wealth
The View From 2050 What will the world be like in the next quarter of a century? What will the world be like in 2050? #technology #fintech
The View From 2050 What will the world be like in the next quarter of a century? What will the world be like in 2050? #technology #fintech
Investors Are Exuberant, Despite the Correction It is likely that by mid-summer we will see a decent correction as the peak in the economic and earnings data becomes visible.
Investors Are Exuberant, Despite the Correction It is likely that by mid-summer we will see a decent correction as the peak in the economic and earnings data becomes visible.
With Some Added Scrutiny, Advisors Can Pave Way to Infrastructure Upside for Clients Politicians proposed an infrastructure plan. Advisors can do the same with a strategy designed for this moment, not one that banks on utilities stocks
With Some Added Scrutiny, Advisors Can Pave Way to Infrastructure Upside for Clients Politicians proposed an infrastructure plan. Advisors can do the same with a strategy designed for this moment, not one that banks on utilities stocks
Ladies and Gentlemen, Mr. Dollar is Back The USDX may now be back with a vengeance. Sentiment is swinging away from shorts and there is an uncanny historical pattern.
Ladies and Gentlemen, Mr. Dollar is Back The USDX may now be back with a vengeance. Sentiment is swinging away from shorts and there is an uncanny historical pattern.
Common Questions about Long-Term Disability Answered with Sheila Karras Have your questions answered regarding long-term disability leave and understand who should be involved in the conversations.
Common Questions about Long-Term Disability Answered with Sheila Karras Have your questions answered regarding long-term disability leave and understand who should be involved in the conversations.
Inherited an IRA in 2020 or Later? Make Sure You Know the New Rule When meeting with new clients dealing with an inheritance, it is critical to address how the accounts should be transitioned to the new owners
Inherited an IRA in 2020 or Later? Make Sure You Know the New Rule When meeting with new clients dealing with an inheritance, it is critical to address how the accounts should be transitioned to the new owners
Like Chocolate and Peanut Butter, Growth, Value Better Together Not abandoning growth or value and blending the two together could be the write prescription in 2021. #investing #value #growth
Like Chocolate and Peanut Butter, Growth, Value Better Together Not abandoning growth or value and blending the two together could be the write prescription in 2021. #investing #value #growth
Grow Up And Learn How To Be Grateful Studies have shown that gratitude strengthens our emotional resilience and builds the inner strength needed to combat stress.
Grow Up And Learn How To Be Grateful Studies have shown that gratitude strengthens our emotional resilience and builds the inner strength needed to combat stress.
How Advisors Can Become Un-Busy One project 100% complete has the power to change the course of your business trajectory. #financialadvisors #business
How Advisors Can Become Un-Busy One project 100% complete has the power to change the course of your business trajectory. #financialadvisors #business
Creating Habits for More Conscious Spending Savings or investing using an automated system is very useful and effective. But spending on autopilot is a pathway to trouble. #finance
Creating Habits for More Conscious Spending Savings or investing using an automated system is very useful and effective. But spending on autopilot is a pathway to trouble. #finance
“You’re It.” Financial Caregiving and Money Beliefs For seniors just beginning to need help, one solution is to establish a paid support system to the degree that it’s financially possible.
“You’re It.” Financial Caregiving and Money Beliefs For seniors just beginning to need help, one solution is to establish a paid support system to the degree that it’s financially possible.
Find Your (Ghost) Voice in 5 Simple Steps The key is by creating a consistent and approachable brand voice in all of your articles, emails, videos, and social media posts.
Find Your (Ghost) Voice in 5 Simple Steps The key is by creating a consistent and approachable brand voice in all of your articles, emails, videos, and social media posts.
The Incredible Opportunities Investors Have with Josh Crawford Discovering your true purpose for money and for your life transforms everything about your experience of investing. #investing
The Incredible Opportunities Investors Have with Josh Crawford Discovering your true purpose for money and for your life transforms everything about your experience of investing. #investing
Should You Invest in Southwest Airlines Right Now? Long-term investors should know that Southwest Airlines was profitable for 47 consecutive quarters before the pandemic struck.
Should You Invest in Southwest Airlines Right Now? Long-term investors should know that Southwest Airlines was profitable for 47 consecutive quarters before the pandemic struck.
Sector Rotation Strategies in Dynamic Markets How relevant and flexible are sector rotation strategies in today’s investing environment? #investing #ETFs #investors
Sector Rotation Strategies in Dynamic Markets How relevant and flexible are sector rotation strategies in today’s investing environment? #investing #ETFs #investors
You Say You Have a Passion for Client Service? You say you have a passion for client service? You’re going to have to persuade me. #financialadvisors #service #investors
You Say You Have a Passion for Client Service? You say you have a passion for client service? You’re going to have to persuade me. #financialadvisors #service #investors
The Closest Parallel to Today’s Market Conditions May Be 1999 We believe that hedged equity as a strategic investment approach is more relevant than ever. #stockmarket #investing
The Closest Parallel to Today’s Market Conditions May Be 1999 We believe that hedged equity as a strategic investment approach is more relevant than ever. #stockmarket #investing
Removing Friction from Your Referral Process It’s important to understand what’s creating friction in the referral process as well as what may be slowing you down. #financialadvisors
Removing Friction from Your Referral Process It’s important to understand what’s creating friction in the referral process as well as what may be slowing you down. #financialadvisors
Recognizing When It’s Time To Sell, Part 2 No amount of money can overcome the deep challenges of partnering with the wrong firm and people. #financialadvisors #growth
Recognizing When It’s Time To Sell, Part 2 No amount of money can overcome the deep challenges of partnering with the wrong firm and people. #financialadvisors #growth
No Need to Abandon Small Caps Just Yet This exact moment may not be ideal for overweighting small caps, but the asset class is by no means damaged. #investing #ETFs
No Need to Abandon Small Caps Just Yet This exact moment may not be ideal for overweighting small caps, but the asset class is by no means damaged. #investing #ETFs
Three Strategies for Navigating Turbulent Bond Markets As long as the duration of your portfolio is shorter than the investment horizon, rising rates will benefit you no matter how large the rate increase.
Three Strategies for Navigating Turbulent Bond Markets As long as the duration of your portfolio is shorter than the investment horizon, rising rates will benefit you no matter how large the rate increase.
Seven Steps To Retirement Security, Part One with Tom Hegna Following the steps that we outline in this podcast can actually lead you to retiring happier. #retirement #investor #finance
Seven Steps To Retirement Security, Part One with Tom Hegna Following the steps that we outline in this podcast can actually lead you to retiring happier. #retirement #investor #finance
Two Ways to Acquire Clients Post-Pandemic 5 things you need to do next quarter, starting with adopting a "Relentless Prospecting" mindset. #financialadvisors
Two Ways to Acquire Clients Post-Pandemic 5 things you need to do next quarter, starting with adopting a "Relentless Prospecting" mindset. #financialadvisors
President Biden’s Economic Plans Face a Haircut PRESIDENT BIDEN’S AMBITIOUS AGENDA has hit some turbulence. #politics #stockmarket #economy #america
President Biden’s Economic Plans Face a Haircut PRESIDENT BIDEN’S AMBITIOUS AGENDA has hit some turbulence. #politics #stockmarket #economy #america
Where to Retire? Think Livability. Before you decide where you’re going to live in retirement, do yourself and your preferred lifestyle a favor by checking out the Livability Index.
Where to Retire? Think Livability. Before you decide where you’re going to live in retirement, do yourself and your preferred lifestyle a favor by checking out the Livability Index.
Five Critical Leadership Considerations To Re-Opening Re-opening is on the minds of every leader who is eager to begin the process of connecting in-person. #leadership #reopening
Five Critical Leadership Considerations To Re-Opening Re-opening is on the minds of every leader who is eager to begin the process of connecting in-person. #leadership #reopening
