Potential Tax Implications from 2020 National and California State Elections Tax planning is as important as ever, and based on the recent elections it may have an impact on your personal and business income tax situation.
Potential Tax Implications from 2020 National and California State Elections Tax planning is as important as ever, and based on the recent elections it may have an impact on your personal and business income tax situation.
Five Steps to Create and Sustain a Winner’s Mindset Here are five things you can do to help develop that winner’s mindset and sustain it over time. #financialadvisors #winners
Five Steps to Create and Sustain a Winner’s Mindset Here are five things you can do to help develop that winner’s mindset and sustain it over time. #financialadvisors #winners
Why Your Health is Wealth The importance of taking care of your health and why your health is increasingly important as you approach retirement. #retirement
Why Your Health is Wealth The importance of taking care of your health and why your health is increasingly important as you approach retirement. #retirement
My Very Official Best Gifts List for 2020 I hope my suggestions will help you find a way to bring joy to the people you love. #holiday #gifts #giving #joy
My Very Official Best Gifts List for 2020 I hope my suggestions will help you find a way to bring joy to the people you love. #holiday #gifts #giving #joy
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #finance #money #business #investment #investing #entrepreneur #wealth #trading #success
11 Most Read Articles of the Week! 11 Most Read Articles of the Week! #finance #money #business #investment #investing #entrepreneur #wealth #trading #success
Advisor Mindset Shifts for Transitioning from a Broker Dealer How you define what it is you’re building, how you define success, and how you actually work through your activity and your calendar.
Advisor Mindset Shifts for Transitioning from a Broker Dealer How you define what it is you’re building, how you define success, and how you actually work through your activity and your calendar.
Are You Ready to Say Goodbye to 2020? It is time to concentrate on the business that you will potentially earn. #sales #success #business #prospecting
Are You Ready to Say Goodbye to 2020? It is time to concentrate on the business that you will potentially earn. #sales #success #business #prospecting
Markets Mixed Due to Mild Vaccine Concerns Mildly concerning vaccine data and other headwinds weighed on the markets on Thursday as the indices closed mixed. #stockmarket
Markets Mixed Due to Mild Vaccine Concerns Mildly concerning vaccine data and other headwinds weighed on the markets on Thursday as the indices closed mixed. #stockmarket
The Real Horror Story: The Melting Arctic Ice Caps The melting of the Arctic ice caps impact on humanity and the earth and suggests different things we can do to improve this dire situation.
The Real Horror Story: The Melting Arctic Ice Caps The melting of the Arctic ice caps impact on humanity and the earth and suggests different things we can do to improve this dire situation.
How To Boost Workplace Morale A workplace isn't just about the work that happens there, it's also about the employees and the difference they make for your company.
How To Boost Workplace Morale A workplace isn't just about the work that happens there, it's also about the employees and the difference they make for your company.
8 Tips To Create a Great Candidate Experience Do you consider the candidate experience to be part of the employee experience? #interview #workforce #candidate
8 Tips To Create a Great Candidate Experience Do you consider the candidate experience to be part of the employee experience? #interview #workforce #candidate
7 Factors That Separate Wildly Successful Salespeople From Everybody Else Here are seven factors that separate the most successful salespeople from everyone else. #business #sales #success #growth
7 Factors That Separate Wildly Successful Salespeople From Everybody Else Here are seven factors that separate the most successful salespeople from everyone else. #business #sales #success #growth
We’re in a Year-End Santa Rally, but It’s Going To Be a Muted One Stimulus hopes are back in the market and it looks like we might get something before year-end, which the economy desperately needs
We’re in a Year-End Santa Rally, but It’s Going To Be a Muted One Stimulus hopes are back in the market and it looks like we might get something before year-end, which the economy desperately needs
Jobs Report Eyed Ahead of Stimulus Talks There's plenty of enthusiasm around at the moment, whether than be vaccine results or stimulus talks on Capitol Hill. #stockmarket
Jobs Report Eyed Ahead of Stimulus Talks There's plenty of enthusiasm around at the moment, whether than be vaccine results or stimulus talks on Capitol Hill. #stockmarket
It’s Crunch Time for Gold and the U.S. Dollar Index It’s crunch time for gold and the U.S. Dollar Index (USDX), as they find themselves at a crossroads. #gold #dollar #crossroads
It’s Crunch Time for Gold and the U.S. Dollar Index It’s crunch time for gold and the U.S. Dollar Index (USDX), as they find themselves at a crossroads. #gold #dollar #crossroads
This Was All Predicted 10 Years Ago This pandemic and recession may push us there faster because they are making the debt grow faster. #economy #debt #amercia
This Was All Predicted 10 Years Ago This pandemic and recession may push us there faster because they are making the debt grow faster. #economy #debt #amercia
How to Attract Ideal Prospects by Being Yourself The best way to grow your business is by being authentic and doing things you love with people who love the same things as you!
How to Attract Ideal Prospects by Being Yourself The best way to grow your business is by being authentic and doing things you love with people who love the same things as you!
Time To Take A Hard Look At Your 60/40 Portfolio. Here’s How. As interest rates have fallen the bond side of the 60/40 mix has rendered buy-and-hold bond investing fairly useless. #bonds
Time To Take A Hard Look At Your 60/40 Portfolio. Here’s How. As interest rates have fallen the bond side of the 60/40 mix has rendered buy-and-hold bond investing fairly useless. #bonds
The Sharing Economy Come Home: The IPO of Airbnb! As a market participant, you have three ways of participating in the Airbnb sweepstakes #!PO #airbnb #stock #stockofferings
The Sharing Economy Come Home: The IPO of Airbnb! As a market participant, you have three ways of participating in the Airbnb sweepstakes #!PO #airbnb #stock #stockofferings
A ‘Great Reset’ Is Coming… But Not for Capitalism The Great Reset is my term for climactic events that resolve our global debt overload while at the same time dealing with slow economic growth
A ‘Great Reset’ Is Coming… But Not for Capitalism The Great Reset is my term for climactic events that resolve our global debt overload while at the same time dealing with slow economic growth
How Advisors Can Set a Clear Picture of What Success Looks Like in 2021 You need to have a clear picture of what you want to achieve so when you look at that picture you get excited about the end product. #planning
How Advisors Can Set a Clear Picture of What Success Looks Like in 2021 You need to have a clear picture of what you want to achieve so when you look at that picture you get excited about the end product. #planning
How Can You Learn To Resonate With Your Audience? Achieving a level where your message really resonates with your audience can feel like a tall order. #speaking #resonate
How Can You Learn To Resonate With Your Audience? Achieving a level where your message really resonates with your audience can feel like a tall order. #speaking #resonate
Socially Responsible Investing: Visceral Impact and Consequences From ESG to impact to focused thematic strategies – and get their real world, in-the-trenches perspective and thought leadership.
Socially Responsible Investing: Visceral Impact and Consequences From ESG to impact to focused thematic strategies – and get their real world, in-the-trenches perspective and thought leadership.
4 Ways To Discover The Future That’s Patiently Waiting for You Now’s the time like never before to drive forward and discover that future that’s patiently waiting for you! #innovation #future
4 Ways To Discover The Future That’s Patiently Waiting for You Now’s the time like never before to drive forward and discover that future that’s patiently waiting for you! #innovation #future
More Fruitful Client Conversations Around Philanthropy Keep the following things in mind will help you and your clients make the most of your conversations about philanthropy. #financialadvisors
More Fruitful Client Conversations Around Philanthropy Keep the following things in mind will help you and your clients make the most of your conversations about philanthropy. #financialadvisors
How To Decide When You Have Too Many Choices? It’s important to understand what works for you and what doesn’t because your experience should inform subsequent actions you decide to take
How To Decide When You Have Too Many Choices? It’s important to understand what works for you and what doesn’t because your experience should inform subsequent actions you decide to take
Four Income Tax Strategies in Retirement How do I minimize my taxes in in retirement. #finance #retirement #planning #financialadvisor #taxes #socialsecurity
Four Income Tax Strategies in Retirement How do I minimize my taxes in in retirement. #finance #retirement #planning #financialadvisor #taxes #socialsecurity
5 Ways To Eliminate Routine Tasks From Your Workday If you document and analyze your daily routine, you may find that some of your activities could be eliminated. #time #personal
5 Ways To Eliminate Routine Tasks From Your Workday If you document and analyze your daily routine, you may find that some of your activities could be eliminated. #time #personal
Six Ways to Increase Your Financial “Pillow Factor” There are many paths to security. Here are a few that come to mind #planning #finance #security #financialadvisors
Six Ways to Increase Your Financial “Pillow Factor” There are many paths to security. Here are a few that come to mind #planning #finance #security #financialadvisors
Career Advice From a Trader with Larry Abrams Are you interested in starting a career in trading? Would it help to hear from someone who has done it successfully? #stockmarket
Career Advice From a Trader with Larry Abrams Are you interested in starting a career in trading? Would it help to hear from someone who has done it successfully? #stockmarket
It's Time For Capitol Hill to Deliver Vaccine euphoria has delivered strong gains to stock markets over the last month but they appear to be running on fumes. #stockmarket
It's Time For Capitol Hill to Deliver Vaccine euphoria has delivered strong gains to stock markets over the last month but they appear to be running on fumes. #stockmarket
A Stronger Risk Appetite Sends Gold below $1,800 Gold plunged below $1,800. Will these declines finally end? #gold #investing #stockmarket #currency #finance #wealth
A Stronger Risk Appetite Sends Gold below $1,800 Gold plunged below $1,800. Will these declines finally end? #gold #investing #stockmarket #currency #finance #wealth
A More Profound Advisor-Client Value Proposition Financial advisors are redefining and redrawing the parameters of what a financial advisor can do and be for their clients. #value
A More Profound Advisor-Client Value Proposition Financial advisors are redefining and redrawing the parameters of what a financial advisor can do and be for their clients. #value
Is the Narrative All “Priced in” To the Stock Market? Investors have gone “all in.” With the markets now extremely extended, what should investors do now? #stockmarket
Is the Narrative All “Priced in” To the Stock Market? Investors have gone “all in.” With the markets now extremely extended, what should investors do now? #stockmarket
Are You the Real Deal or a Wolf in Sheep’s Clothing? Remember wolves are hunters best avoided – that’s why you should aspire to be a farmer. #financialadvisors #prospecting
Are You the Real Deal or a Wolf in Sheep’s Clothing? Remember wolves are hunters best avoided – that’s why you should aspire to be a farmer. #financialadvisors #prospecting
What Makes a Millionaire More Likely To Create a Trust? What Makes a Millionaire More Likely To Create a Trust? #financialadvisors #trusts #estate #estateplanning #wealth
What Makes a Millionaire More Likely To Create a Trust? What Makes a Millionaire More Likely To Create a Trust? #financialadvisors #trusts #estate #estateplanning #wealth
Why Building Your Brand As An Authority Is Important When you’re not just any, but a known expert continually building authority, YOU get to choose. #authority #financialadvisor
Why Building Your Brand As An Authority Is Important When you’re not just any, but a known expert continually building authority, YOU get to choose. #authority #financialadvisor
Second Passport Demand Surges by 50% Amid COVID-19 Restrictions National lockdowns, closed borders and travel restrictions have helped drive up enquiries for second passports. #passport
Second Passport Demand Surges by 50% Amid COVID-19 Restrictions National lockdowns, closed borders and travel restrictions have helped drive up enquiries for second passports. #passport
Five Ways You Can Make the Best Social Security Decisions for You How can you make the best Social Security decisions for you and your needs? #retirement #socialsecurity #planning
Five Ways You Can Make the Best Social Security Decisions for You How can you make the best Social Security decisions for you and your needs? #retirement #socialsecurity #planning
This Stock Is Up More Than 1,000% This Year One of the things I’m most grateful for is how well HIVE Blockchain Technologies has done over the past 18 months. #stock #HIVE
This Stock Is Up More Than 1,000% This Year One of the things I’m most grateful for is how well HIVE Blockchain Technologies has done over the past 18 months. #stock #HIVE
What is Your Moment of Truth in 2020 and Beyond? The opportunity is to ask yourself tough questions and go deep into your soul to find out what you are made of. #new #future #hope
What is Your Moment of Truth in 2020 and Beyond? The opportunity is to ask yourself tough questions and go deep into your soul to find out what you are made of. #new #future #hope
The Five Principles Of Retirement Income Planning the importance of the five principles of retirement income planning, and how to guide your financial decisions and the benefits they provide.
The Five Principles Of Retirement Income Planning the importance of the five principles of retirement income planning, and how to guide your financial decisions and the benefits they provide.
That’s EnterTrainment! It’s important to not just speak, but speak well, and that often means incorporating an element of entertainment. #sales #success
That’s EnterTrainment! It’s important to not just speak, but speak well, and that often means incorporating an element of entertainment. #sales #success
How to Be More Efficient Working From Home Working from home can only be successful if we ensure that human interaction and communication are stabilized. #workfromhome
How to Be More Efficient Working From Home Working from home can only be successful if we ensure that human interaction and communication are stabilized. #workfromhome
How Advisors Can Keep “Susceptible” Clients Engaged for Life Be proactive and become a behaviorally smart advisor to build trusting relationships that will keep your clients engaged for life.
How Advisors Can Keep “Susceptible” Clients Engaged for Life Be proactive and become a behaviorally smart advisor to build trusting relationships that will keep your clients engaged for life.
Change Money Behavior With Financial Therapy Tools It starts with getting curious about the stories, beliefs, and feelings of the various parts of ourselves that are behind our actions. #financialadvisors
Change Money Behavior With Financial Therapy Tools It starts with getting curious about the stories, beliefs, and feelings of the various parts of ourselves that are behind our actions. #financialadvisors
Investors Will Face a Range of Questions in the Post-COVID 19 World These are only some of the investment questions resulting from the COVID 19 crisis. It’s not going to be easy. #stockmarket
Investors Will Face a Range of Questions in the Post-COVID 19 World These are only some of the investment questions resulting from the COVID 19 crisis. It’s not going to be easy. #stockmarket
