Someone realizes the benefits of a personal relationship, the more they should appreciate the benefits of their relationship with their advisor. #growth
They continue to be below normal, especially after Memorial Day, this will serve as another indicator that consumers are cutting back on spending. #markets
Veterans are important clients for advisors on a number of levels, not the least of which is selecting a state in which to reside after. #veterans #advisor
The EU is pretty stringent with Big Tech, especially after all their tax dodging and data use policies, so what does this new regulation mean? #Tech #EU
The Bucket Plan was built to help provide peace of mind during market volatility and uncertainty, while also simplifying financial planning for advisors
AUM is considered dry powder, capital that has been raised but has not yet been committed, its growth and implications for credit markets cannot be ignored
Your openness, cordiality, and generosity can often feel like a slap in the face when they break the so-called relationship you have invested in. #growth
