Value Added or Value Wasted? How to move from doing free financial planning to charging a fee for the services and tremendous help you provide. #advisors
Value Added or Value Wasted? How to move from doing free financial planning to charging a fee for the services and tremendous help you provide. #advisors
How Future Generations Can Maintain Their Family’s 100-Year Vision Are you in your family’s second or third generation, and interested in learning how to carry on your family’s wealth?
How Future Generations Can Maintain Their Family’s 100-Year Vision Are you in your family’s second or third generation, and interested in learning how to carry on your family’s wealth?
Gold and Silver: Is Recent Rally Cause for Concern? Due to gold and silver’s moderate-to-strong correlation with the S&P 500 one false step could knock over the entire house of cards.
Gold and Silver: Is Recent Rally Cause for Concern? Due to gold and silver’s moderate-to-strong correlation with the S&P 500 one false step could knock over the entire house of cards.
Will Tesla Charge Gold With Energy? The update of Tesla’s investment policy is a confirmation of gold as a safe-haven asset and portfolio diversifier. #tesla #gold
Will Tesla Charge Gold With Energy? The update of Tesla’s investment policy is a confirmation of gold as a safe-haven asset and portfolio diversifier. #tesla #gold
The Behavior of Love: A Tale of Two Words What if love was simply a behavior? An inherent, teachable, undeniable behavior. How different would our perception be?
The Behavior of Love: A Tale of Two Words What if love was simply a behavior? An inherent, teachable, undeniable behavior. How different would our perception be?
Stocks Hit With Profit-Taking on Chinese Concerns Jobless Claims miss, Hot housing prices, Oil rally take a break, Gold stumbles, Bitcoin momentum continues. #stockmarket
Stocks Hit With Profit-Taking on Chinese Concerns Jobless Claims miss, Hot housing prices, Oil rally take a break, Gold stumbles, Bitcoin momentum continues. #stockmarket
If You Want More You Need To Know More Successful career development requires staying relevant and this means riding the knowledge curve: if you want more you need to know more.
If You Want More You Need To Know More Successful career development requires staying relevant and this means riding the knowledge curve: if you want more you need to know more.
The Ins and Outs of Social Security Common questions around Social Security benefits to help you feel a little more prepared when planning for retirement. #retirement
The Ins and Outs of Social Security Common questions around Social Security benefits to help you feel a little more prepared when planning for retirement. #retirement
Feeling the Growing Heat and Tensions in Stocks? Given the signs of creeping deterioration, the short-term caution in the 3,900 vicinity is still warranted. #stockmarket #stocks #gold #silver
Feeling the Growing Heat and Tensions in Stocks? Given the signs of creeping deterioration, the short-term caution in the 3,900 vicinity is still warranted. #stockmarket #stocks #gold #silver
One Secret to “Getting Lucky” The difference is simply luck, and luck is inherently something that is outside of our control...or is it? #luck #personal #success
One Secret to “Getting Lucky” The difference is simply luck, and luck is inherently something that is outside of our control...or is it? #luck #personal #success
Bureaucracy No Longer Works Bureaucracy has lost much of its effectiveness. The entire system needs a dramatic overhaul. #business #success #future
Bureaucracy No Longer Works Bureaucracy has lost much of its effectiveness. The entire system needs a dramatic overhaul. #business #success #future
You Don’t Need To Be Anointed You’re not going to make it or break it on one recommendation or one relationship. #authority #relationship #success #lead
You Don’t Need To Be Anointed You’re not going to make it or break it on one recommendation or one relationship. #authority #relationship #success #lead
We Don’t Know How Far Revenge Spending Will Go The strength of this equity rally continues to take everyone by surprise. #stcokmarket #stimulus #equities #stocks #Investor
We Don’t Know How Far Revenge Spending Will Go The strength of this equity rally continues to take everyone by surprise. #stcokmarket #stimulus #equities #stocks #Investor
5 Reasons to Follow a Sales Script The sooner you stop ad-libbing, and start following a better practice approach, the sooner you’ll reap the benefits of a sales script. #sales
5 Reasons to Follow a Sales Script The sooner you stop ad-libbing, and start following a better practice approach, the sooner you’ll reap the benefits of a sales script. #sales
Inside the Mind of the Short Seller Based on their analysis, they believe that a stock selling for $X a share is truly “worth” much less than that. #shortselling #stocks
Inside the Mind of the Short Seller Based on their analysis, they believe that a stock selling for $X a share is truly “worth” much less than that. #shortselling #stocks
Netflix and Chill Isn't Just for Friday Night. A New ETF Says It's for Investors, Too. SUBZ fits the bill as industry ETF that could be a compelling addition to portfolios of younger investors searching for high growth opportunities.
Netflix and Chill Isn't Just for Friday Night. A New ETF Says It's for Investors, Too. SUBZ fits the bill as industry ETF that could be a compelling addition to portfolios of younger investors searching for high growth opportunities.
Advisors: Everything Is Not Awesome Equity markets are churning higher, but euphoric investors beware. Irrational exuberance has a way of ending badly when left unchecked.
Advisors: Everything Is Not Awesome Equity markets are churning higher, but euphoric investors beware. Irrational exuberance has a way of ending badly when left unchecked.
ESG Investing Isn't Expensive or in Bubble Territory A case can be made that ESG metrics provide a layer of safety and safe isn't a recipe for bubblicious scenarios. #investing #ESG
ESG Investing Isn't Expensive or in Bubble Territory A case can be made that ESG metrics provide a layer of safety and safe isn't a recipe for bubblicious scenarios. #investing #ESG
Three Secrets Of A Strong Mind The key to a strong mind is not really a secret at all—all that is required is that you pursue something of value. #lead #personal #growth
Three Secrets Of A Strong Mind The key to a strong mind is not really a secret at all—all that is required is that you pursue something of value. #lead #personal #growth
Five Things To Look Into Before You Are Ready To Retire Learn to start accumulating your assets and become financially stable before retirement! #investor #retirement #assets
Five Things To Look Into Before You Are Ready To Retire Learn to start accumulating your assets and become financially stable before retirement! #investor #retirement #assets
How Do I Start the Estate Planning Process? While most people know that it’s important to have an estate plan, many don’t know where to start the planning process. #estateplanning
How Do I Start the Estate Planning Process? While most people know that it’s important to have an estate plan, many don’t know where to start the planning process. #estateplanning
The Case for Investing in Homebuilders The interesting thing about US stocks recently is that productivity has declined for about a decade. #stockmarket #investors
The Case for Investing in Homebuilders The interesting thing about US stocks recently is that productivity has declined for about a decade. #stockmarket #investors
What to Know About the “Rigged” Stock Market The responses by the brokerage firms show that market manipulations will be checked by small investors banding together. #investing
What to Know About the “Rigged” Stock Market The responses by the brokerage firms show that market manipulations will be checked by small investors banding together. #investing
The Gripping Hand Holds Inflation The thing is, you cannot predict inflation or deflation until you know what happens with COVID-19 this summer. #inflation #economy
The Gripping Hand Holds Inflation The thing is, you cannot predict inflation or deflation until you know what happens with COVID-19 this summer. #inflation #economy
Cover Your Assets: 8 Lessons From a Scam Here are eight lessons to help you from being financially scammed. #finance #savings #planning #advice #financialadvisors
Cover Your Assets: 8 Lessons From a Scam Here are eight lessons to help you from being financially scammed. #finance #savings #planning #advice #financialadvisors
Fears of a Stock Market Bubble Are Genuine SELL and take profits. If and when there is a deeper pullback, BUY for the long-term recovery. #stockmarket #investing
Fears of a Stock Market Bubble Are Genuine SELL and take profits. If and when there is a deeper pullback, BUY for the long-term recovery. #stockmarket #investing
How to Let Go of Things YOU Can't Control We usually don't let go of things until we are forced to. But what if we could do it a little earlier? #personal #growth #control
How to Let Go of Things YOU Can't Control We usually don't let go of things until we are forced to. But what if we could do it a little earlier? #personal #growth #control
Stock Markets Deflated After Data Miss Another relatively flat session on Wednesday, with stock markets running out of steam a little after an impressive run over the prior week.
Stock Markets Deflated After Data Miss Another relatively flat session on Wednesday, with stock markets running out of steam a little after an impressive run over the prior week.
How Machine Learning is Changing the Future Machine learning is a fixture of modern life, underpinning many things we do every day, but most people have no clear idea of what it is.
How Machine Learning is Changing the Future Machine learning is a fixture of modern life, underpinning many things we do every day, but most people have no clear idea of what it is.
Stocks Ripe for a Breather As Gold and Silver Remain Strong The gold and silver bulls are consolidating gains amid their return, and the bullish case for precious metals is growing stronger day by day.
Stocks Ripe for a Breather As Gold and Silver Remain Strong The gold and silver bulls are consolidating gains amid their return, and the bullish case for precious metals is growing stronger day by day.
January Was the Start of Divorce Season Every single divorce is different and exploring what the key elements are for you is critical in not making costly mistakes that so many smart people make.
January Was the Start of Divorce Season Every single divorce is different and exploring what the key elements are for you is critical in not making costly mistakes that so many smart people make.
How a COO Enhances Your Firm’s Communication How a COO impacts all aspects of a firm’s success, including client “stickiness”, adopting new technology, and much more.
How a COO Enhances Your Firm’s Communication How a COO impacts all aspects of a firm’s success, including client “stickiness”, adopting new technology, and much more.
Stock Markets Ignore Trump’s Second Impeachment Stock markets are “shrugging-off” the second impeachment of Donald Trump, with the investor focus instead on the stimulus package.
Stock Markets Ignore Trump’s Second Impeachment Stock markets are “shrugging-off” the second impeachment of Donald Trump, with the investor focus instead on the stimulus package.
Three Questions To Ask During Stock Market Manias Explore what happened with this most recent mania, and describe the why behind how we can become enamored with this type of approach.
Three Questions To Ask During Stock Market Manias Explore what happened with this most recent mania, and describe the why behind how we can become enamored with this type of approach.
Extraordinary Popular Delusions and The Madness Of Crowds Throughout history, bubbles are a function of the extraordinary popular delusions and the madness of crowds. #stockmarket
Extraordinary Popular Delusions and The Madness Of Crowds Throughout history, bubbles are a function of the extraordinary popular delusions and the madness of crowds. #stockmarket
When College Is Completed, Is That the End of Financial Obligation for Parents? There are significant differences among investors as to what types of life expenses should be paid for by the child or the parent. #finance
When College Is Completed, Is That the End of Financial Obligation for Parents? There are significant differences among investors as to what types of life expenses should be paid for by the child or the parent. #finance
Believe It or Not, Bitcoin Hype Isn't Out of Control...Yet There is no certainty that Bitcoin hype will remain subdued with a personality as indomitable as Musk so overtly endorsing the asset. #bitcoin
Believe It or Not, Bitcoin Hype Isn't Out of Control...Yet There is no certainty that Bitcoin hype will remain subdued with a personality as indomitable as Musk so overtly endorsing the asset. #bitcoin
How Advisors Can Dominate SEO With Content The road to effective financial advisory search engine optimization (SEO) travels through content. #financialadvisors #SEO #content
How Advisors Can Dominate SEO With Content The road to effective financial advisory search engine optimization (SEO) travels through content. #financialadvisors #SEO #content
How to Build Your Personal Brand and Credibility In The Virtual World Ways to build your personal brand and enhance your credibility. #personalbrand #marketing #credibility #financialadvisors
How to Build Your Personal Brand and Credibility In The Virtual World Ways to build your personal brand and enhance your credibility. #personalbrand #marketing #credibility #financialadvisors
Tematica Investment Themes Front and Center in Super Bowl 2021 Ads The ad spending on Super Bowl LV while providing pivot points for some, re-enforced to us that our investment themes and indices are on track.
Tematica Investment Themes Front and Center in Super Bowl 2021 Ads The ad spending on Super Bowl LV while providing pivot points for some, re-enforced to us that our investment themes and indices are on track.
How To Secure Your Financial Future Amid the Market Turmoil Looking at drastic market swings, people often get emotionally overwhelmed and seek to “time” the market in the short-term. #stocks
How To Secure Your Financial Future Amid the Market Turmoil Looking at drastic market swings, people often get emotionally overwhelmed and seek to “time” the market in the short-term. #stocks
The Best Value Add You Can Deliver as a Financial Advisor How can you deliver more value and spend more time with your ideal clients? How do you find more time to deliver more value?
The Best Value Add You Can Deliver as a Financial Advisor How can you deliver more value and spend more time with your ideal clients? How do you find more time to deliver more value?
Stocks Tread Water on Stimulus Debate There is too much market noise for US stocks to continue to their rally into uncharted territory. #stockmarket #investing
Stocks Tread Water on Stimulus Debate There is too much market noise for US stocks to continue to their rally into uncharted territory. #stockmarket #investing
Tax Planning Considerations For Business Owners Discover tax-related considerations business owners should always be mindful of. #taxplanning #taxes #planning #finance
Tax Planning Considerations For Business Owners Discover tax-related considerations business owners should always be mindful of. #taxplanning #taxes #planning #finance
Popular Financial Beliefs and Unpopular Evidence Solving financial problems requires aligning your beliefs with actual evidence. #finance #savings #planning #advice
Popular Financial Beliefs and Unpopular Evidence Solving financial problems requires aligning your beliefs with actual evidence. #finance #savings #planning #advice
The Bulls are Back The stock market rebounded from its brief slump to post its best weekly gains since November. #stockmarket #stocks #bullmarket
The Bulls are Back The stock market rebounded from its brief slump to post its best weekly gains since November. #stockmarket #stocks #bullmarket
How to Make a Healthy Workplace for Your Employees Consider how you can make a healthy workplace and how that can help relieve some issues and grow your business. #success #health
How to Make a Healthy Workplace for Your Employees Consider how you can make a healthy workplace and how that can help relieve some issues and grow your business. #success #health
