It's High Time to Finally Embrace Mid Caps If a financial advisor is going to talk mid caps with clients, it's probably best to actually steer them to a true mid-cap product. #stockmarket
It's High Time to Finally Embrace Mid Caps If a financial advisor is going to talk mid caps with clients, it's probably best to actually steer them to a true mid-cap product. #stockmarket
3 Popular Stocks Investors Might Avoid in 2021 Here, we look at three such companies that should avoided by investors in 2021. #stockmarket #investors #stocks #investing
3 Popular Stocks Investors Might Avoid in 2021 Here, we look at three such companies that should avoided by investors in 2021. #stockmarket #investors #stocks #investing
Ten Core Principles to Creating a Successful Investment Experience Do you understand the drivers to creating a successful investment experience? #financialadvisors #wealth #investing #investor
Ten Core Principles to Creating a Successful Investment Experience Do you understand the drivers to creating a successful investment experience? #financialadvisors #wealth #investing #investor
5 Ways to Help Your Grown Kids Preserve and Grow Their Wealth It might be time for you to check-in and help set your childen up for success. Here are five financial tips to share with them. #finance
5 Ways to Help Your Grown Kids Preserve and Grow Their Wealth It might be time for you to check-in and help set your childen up for success. Here are five financial tips to share with them. #finance
Is This Stock Market Bubble Really So Bad? Bitcoin, meme stocks, SPACs, and penny stocks are all the rage to start 2021. What could possibly go wrong? #stockmarket #stocks
Is This Stock Market Bubble Really So Bad? Bitcoin, meme stocks, SPACs, and penny stocks are all the rage to start 2021. What could possibly go wrong? #stockmarket #stocks
Five Keys to Building Business Relationships While marketing efforts put toward pricing and service strategy, their real advantage lies in the strength of their relationships. #marketing
Five Keys to Building Business Relationships While marketing efforts put toward pricing and service strategy, their real advantage lies in the strength of their relationships. #marketing
Beyond China: Looking to India in Emerging Markets The MSCI India Index has performed strongly over the past 12 months, rising about 21%. #investing #investor #inda #stockmarket
Beyond China: Looking to India in Emerging Markets The MSCI India Index has performed strongly over the past 12 months, rising about 21%. #investing #investor #inda #stockmarket
Taxes, Emotions, and Your Money Scripts When you read, “money and taxes,” what are your first uncensored thoughts? #money #taxes #finance #planning #advice
Taxes, Emotions, and Your Money Scripts When you read, “money and taxes,” what are your first uncensored thoughts? #money #taxes #finance #planning #advice
The Power of Setting Audacious Goals Do you know what all successful people have in common? They set audacious goals and strongly commit to it. #goals #success
The Power of Setting Audacious Goals Do you know what all successful people have in common? They set audacious goals and strongly commit to it. #goals #success
Gold Continues Declines on Bond Yield Jitters The economy seems to be recovering, while bond yields are increasing again, sending gold prices down. #gold #investing #stockmarket
Gold Continues Declines on Bond Yield Jitters The economy seems to be recovering, while bond yields are increasing again, sending gold prices down. #gold #investing #stockmarket
Bathtubs and Sharks: The Difference Between Fear and Danger To move fear, we need to acknowledge the feeling, identify the potential danger and put a strategy in place to stay safe. #personal #fear
Bathtubs and Sharks: The Difference Between Fear and Danger To move fear, we need to acknowledge the feeling, identify the potential danger and put a strategy in place to stay safe. #personal #fear
What Correction in Stocks? And Gold? Stock bulls are on a solid recovery path, and new all time highs are again closer in sight. #stockmarket #investing #investors
What Correction in Stocks? And Gold? Stock bulls are on a solid recovery path, and new all time highs are again closer in sight. #stockmarket #investing #investors
Which Prospecting Method Delivers the Best Results? The prospecting method that keeps on delivering the most opportunities is Referrals. #financialadvisors #referrals #business
Which Prospecting Method Delivers the Best Results? The prospecting method that keeps on delivering the most opportunities is Referrals. #financialadvisors #referrals #business
Banks Are Wasting Billions on Digital Digital transformation is about the leadership of the bank being completely committed. #digital #banking #transformation #success
Banks Are Wasting Billions on Digital Digital transformation is about the leadership of the bank being completely committed. #digital #banking #transformation #success
5 Things Investors Should Know About Hydrogen Investors can start to prepare now by understanding how different companies might be exposed to the hydrogen value chain. #investing
5 Things Investors Should Know About Hydrogen Investors can start to prepare now by understanding how different companies might be exposed to the hydrogen value chain. #investing
Why Are Wealthy Investors Relocating? Wealthy investors today, encouraged by the ability to work from home, are more mobile than in the past. #taxes #relocation #investors
Why Are Wealthy Investors Relocating? Wealthy investors today, encouraged by the ability to work from home, are more mobile than in the past. #taxes #relocation #investors
ESG Adoption Barriers Are Declining. That's Good for Advisors ESG is an avenue for advisors to deliver value to clients and this is a movement with momentum. Prepare accordingly. #investors
ESG Adoption Barriers Are Declining. That's Good for Advisors ESG is an avenue for advisors to deliver value to clients and this is a movement with momentum. Prepare accordingly. #investors
Why Isn’t Everyone Rich? No load mutual funds and index funds have been around for a long time. So why isn’t everyone rich? How does an advisor add value?
Why Isn’t Everyone Rich? No load mutual funds and index funds have been around for a long time. So why isn’t everyone rich? How does an advisor add value?
Moat Investing Still Matters and its Renaissance Could Be Afoot Many advisors are undoubtedly familiar with moat investing – an investment discipline made famous by Warren Buffett. #investing
Moat Investing Still Matters and its Renaissance Could Be Afoot Many advisors are undoubtedly familiar with moat investing – an investment discipline made famous by Warren Buffett. #investing
Is Zoom Stock a Buy Right Now? Analysts tracking Zoom have a 12-month average target price of $466 which is 28% above its current trading price. #stocks #zoom
Is Zoom Stock a Buy Right Now? Analysts tracking Zoom have a 12-month average target price of $466 which is 28% above its current trading price. #stocks #zoom
Assisting You with Elderly Care Decisions Deciding to move your parents into assisted living can be tough, when you have help from a professional, these decisions can be made easier.
Assisting You with Elderly Care Decisions Deciding to move your parents into assisted living can be tough, when you have help from a professional, these decisions can be made easier.
An Educational View on Your Financial Decisions Learn more about your financial decisions based on the products engineered and distributed by the financial services industry. #finance
An Educational View on Your Financial Decisions Learn more about your financial decisions based on the products engineered and distributed by the financial services industry. #finance
The Diminishing Marginal Utility of Government Spending Diminishing marginal utility states that as all else equal as consumption increases the marginal utility derived from each additional unit declines.
The Diminishing Marginal Utility of Government Spending Diminishing marginal utility states that as all else equal as consumption increases the marginal utility derived from each additional unit declines.
Will Target Hit the Bulls Eye This Earnings Season? Analysts are eagerly awaiting news from Target, whose stock is up over 73% in the last 12 months and far ahead of the other names. #stock
Will Target Hit the Bulls Eye This Earnings Season? Analysts are eagerly awaiting news from Target, whose stock is up over 73% in the last 12 months and far ahead of the other names. #stock
Democrats’ Rift Widens on Key Issues, As GOP Doubles Down on Trump Republicans can’t get enough of twice-impeached Donald Trump, who lost the White House, House and Senate last fall. #politics
Democrats’ Rift Widens on Key Issues, As GOP Doubles Down on Trump Republicans can’t get enough of twice-impeached Donald Trump, who lost the White House, House and Senate last fall. #politics
Reducing Friction Makes You Money Reducing friction is all about creating an easier experience for the customer. #service #success #custexp #business #advice
Reducing Friction Makes You Money Reducing friction is all about creating an easier experience for the customer. #service #success #custexp #business #advice
3 Stories About Trust to Use with Prospects and Clients The most fundamental principle of building a clientele is understanding that people do business with people they like and trust.
3 Stories About Trust to Use with Prospects and Clients The most fundamental principle of building a clientele is understanding that people do business with people they like and trust.
How To Prepare Before You Step Out on Stage Are you treating your presentations like any other meeting? You may not realize the work you need to put in before you step on stage.
How To Prepare Before You Step Out on Stage Are you treating your presentations like any other meeting? You may not realize the work you need to put in before you step on stage.
Sharing, Conversation, and Emotionally Connected Content Will Be the Ads of the Future Instead of thinking in terms of “Convince and Convert,” start thinking in terms of “Converse and Convert.” #marketing #advertising
Sharing, Conversation, and Emotionally Connected Content Will Be the Ads of the Future Instead of thinking in terms of “Convince and Convert,” start thinking in terms of “Converse and Convert.” #marketing #advertising
US Stocks Are Rising Higher as Investors Embrace a Brighter Future Risk-on after calm in bond markets, Impressive ISM data, ECB slows purchases, Oil awaits OPEC+, Gold rebounds, Bitcoin mania returns
US Stocks Are Rising Higher as Investors Embrace a Brighter Future Risk-on after calm in bond markets, Impressive ISM data, ECB slows purchases, Oil awaits OPEC+, Gold rebounds, Bitcoin mania returns
Is the Worst for Stocks Over? Because of the Nasdaq’s precise trading pattern and its recent decline, I am making this a SHORT-TERM BUY. #stockmarket #stocks
Is the Worst for Stocks Over? Because of the Nasdaq’s precise trading pattern and its recent decline, I am making this a SHORT-TERM BUY. #stockmarket #stocks
Should We Be Alarmed About a Mass Exodus of Women From the Workplace? How have your actions since the pandemic began potentially impacted women in unintended ways? #workforce #women #inclusion
Should We Be Alarmed About a Mass Exodus of Women From the Workplace? How have your actions since the pandemic began potentially impacted women in unintended ways? #workforce #women #inclusion
Will Stocks and Gold Rebound? This isn‘t the end of the bull run, very far from it – new highs are closer than quite a few might think. #stockmarket #bullrun #stocks #gold
Will Stocks and Gold Rebound? This isn‘t the end of the bull run, very far from it – new highs are closer than quite a few might think. #stockmarket #bullrun #stocks #gold
Will There Be Roaring Twenties for Gold? The 2020s might be less roaring than the 1920s, which seems like good news for gold. #stockmarket #investing #gold
Will There Be Roaring Twenties for Gold? The 2020s might be less roaring than the 1920s, which seems like good news for gold. #stockmarket #investing #gold
Private Markets Have Become Accessible to Individual Investors A variety of registered funds make high-quality private equity and credit available to individual investors. #privateequity #investing
Private Markets Have Become Accessible to Individual Investors A variety of registered funds make high-quality private equity and credit available to individual investors. #privateequity #investing
We Can Very Slowly Start Planning for a Post-COVID 19 World These factors are subsets in a larger and very confusing post-COVID picture and a knowledgeable advisor can assist a client by sorting them out
We Can Very Slowly Start Planning for a Post-COVID 19 World These factors are subsets in a larger and very confusing post-COVID picture and a knowledgeable advisor can assist a client by sorting them out
How Will the COVID Recovery Compare To the Financial Crisis Recovery? Investors should seek attractive relative valuations and beneficiaries of the cyclical recovery, like in value stocks and international equities.
How Will the COVID Recovery Compare To the Financial Crisis Recovery? Investors should seek attractive relative valuations and beneficiaries of the cyclical recovery, like in value stocks and international equities.
What Drove the Market Sell-off Last Week? There is a chance that the stocks markets will crash once again due to steep valuations, rising interest rates and the end of stimulus programs.
What Drove the Market Sell-off Last Week? There is a chance that the stocks markets will crash once again due to steep valuations, rising interest rates and the end of stimulus programs.
The Case Against Inflation For inflation to be a near-term threat, five things would have to happen this year. #economy #inflation #stockmarket #investors
The Case Against Inflation For inflation to be a near-term threat, five things would have to happen this year. #economy #inflation #stockmarket #investors
The Week Ahead: What Follows the Unbelievable Week in Equities? Christopher Versace and Lenore Elle Hawkins dive deep into what the market said last week and what are the key indictors this week.
The Week Ahead: What Follows the Unbelievable Week in Equities? Christopher Versace and Lenore Elle Hawkins dive deep into what the market said last week and what are the key indictors this week.
Democratizing Access to Alternative Investments with Perrin Quarshie Why advisors should be considering alternative investments for their clients, and how they can access them through RealBlocks.
Democratizing Access to Alternative Investments with Perrin Quarshie Why advisors should be considering alternative investments for their clients, and how they can access them through RealBlocks.
ETFs: Always Check Under the Hood Not all ETFs are created equal and there are times when an underlying holding can significantly impact the ETF. #ETF #investors
ETFs: Always Check Under the Hood Not all ETFs are created equal and there are times when an underlying holding can significantly impact the ETF. #ETF #investors
The M&A World: How To Get the Best Value for Your Business The sale of a business is probably the most important transaction for every business owner and their family. It’s a life-changing event.
The M&A World: How To Get the Best Value for Your Business The sale of a business is probably the most important transaction for every business owner and their family. It’s a life-changing event.
5 Basic Website Metrics Every Financial Advisor Should Track If you're looking to measure the success of your website, what KPIs should you be looking at? #websites #SEO #marketing
5 Basic Website Metrics Every Financial Advisor Should Track If you're looking to measure the success of your website, what KPIs should you be looking at? #websites #SEO #marketing
There’s A “Chip” Shortage: And TSMC Holds All The Cards Investing in leading chipmakers like TSMC is the surest way to make money over the next decade. #stocks #investors
There’s A “Chip” Shortage: And TSMC Holds All The Cards Investing in leading chipmakers like TSMC is the surest way to make money over the next decade. #stocks #investors
The Case for Inflation Inflation tends to occur when actual GDP exceeds potential GDP because the economy is “running hot.” #inflation #economy
The Case for Inflation Inflation tends to occur when actual GDP exceeds potential GDP because the economy is “running hot.” #inflation #economy
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #finance #money #business #investment #investing #entrepreneur #financialfreedom
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #finance #money #business #investment #investing #entrepreneur #financialfreedom
