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2 Ways to Profit from Private Companies

Why You Should Look for Stocks Climbing Out of a “Big Base”

Straight From The Sports World, A Helpful Investing Tool

What’s the Number One Priority of the Great Wealth Transfer for Millennials?

Oct 07, 2020 by Guest Contributor

71% of millennial clients – those born between 1980 and 2000 – will use the money they inherit to boost their retirement income. #retirement

Stimulus Talks Take on a New Air of Urgency

Oct 07, 2020 by Eric Kuby

President Trump’s health will clearly dominate the headlines, but an agreement on a stimulus package would certainly share the spotlight.

3 Examples of Verbal Violence You Must Avoid

Oct 07, 2020 by Achim Nowak

Don’t meet verbal violence with verbal violence. Be self-aware. Stay vigilant. Decide to speak up without retaliation. #leadership

Digital Marketing: The Results Are In

Oct 07, 2020 by Timothy Hughes

It's time to walk away from the email zero sum game and support the sales and marketing program of the modern world. #socialselling

No Deal! Trump Ignores Powell Ends Stimulus Talks

Oct 06, 2020 by Guest Contributor

Hopes for a stimulus deal before the election were limited, but a thin trading session allowed for risk aversion to be amplified. #economy

What Leaders Do with a Clash in Priorities

Oct 06, 2020 by David Dye

A clash in priorities is an opportunity for more strategic leadership. #leadership #business #growth #success #performance

Investing on the Edge This Election?

Oct 06, 2020 by Guest Contributor

Here are four investments we believe may be on the edge this election. #financialadvisors #investing #stockmarkets #taxes #socialsecurity

This House Believes That Companies Should Avoid Politics

Oct 06, 2020 by Chris Skinner

Can a leadership team avoid a stance on Black Lives Matter, White Supremacy, Climate Change, Uighur Muslims, Global Poverty, Financial Inclusion?

Stocks Rise on COVID Treatment News

Oct 06, 2020 by Guest Contributor

Stocks rise on COVID Treatment news and slow stimulus talks, Little reaction to Powell, Oil's trifecta, Gold softens #stockmarket

The Noble Art of Tax Avoidance

Oct 06, 2020 by Rey Descalso

If you think taxes may be higher in the future you have a few options. #taxes #financialadvisor #planning #roth401k #401k

5 Keys To Pushing Past The Mental Terror Of A Startup

Oct 06, 2020 by Martin Zwilling

Overcoming the terror barrier requires first a passion for the new dream, willingness to take a risk, and determination to never quit. #business

Intentionally Defective Grantor Trust Planning in 2020

Oct 06, 2020 by Copper Beech Financial Group

The benefits of intentionally defective grantor trusts and why the best time to take advantage of this plan is right now! #trusts #planning

Virtual Marketing Tips and Tricks to Become a Top Advisor

Oct 06, 2020 by Guest Contributor

Several technologies and new marketing techniques financial advisors can use to move forward and excel in this virtual environment.

Downside Risks Remain Despite Desperation Rally

Oct 06, 2020 by Guest Contributor

European stock markets are lower on Tuesday, with US futures pointing to a similar open on Wall Street as the Trump relief rally quickly runs out of steam

What the US Elections May Mean for Corporate Bonds

Oct 06, 2020 by Alliance Bernstein

When evaluating the credit market as a whole, we expect Trump’s policies would be more positive for credit than Biden’s. #bonds

Financial Advisors: Don't Go Fishing in the Forest

Oct 06, 2020 by Tony Vidler

Figure out where and how they connect with the other people in that target market segment. #financialadvisors #prospecting

Which Financial Professionals Create The Greatest Loyalty?

Oct 06, 2020 by Catherine McBreen

Those investors who are loyal to their advisor generally have at least 66% of their assets with their advisor. #financialadvisors

Why Advisors Need to Define Their Market

Oct 06, 2020 by Bryce Sanders

Financial advisors should consider their market as one of three possible alternatives. #financialadvisors #niche #markets #advice #planning

The Next President Is Unlikely to Sink the Economy—or the Stock Market

Oct 06, 2020 by Guest Contributor

The US economy and stock market have generally marched higher through Democrat and Republican administrations alike. #election2020

Investment Markets in Election Years – What’s the Verdict?

Oct 06, 2020 by James E. Wilson

What the broad financial markets expect in terms of election outcomes is reflected in security prices. #stockmarket #election2020

Is Spending Time On Social Media Worth It for Financial Advisors Who Have Little to No Followers?

Oct 06, 2020 by Samantha Russell

How do I get more followers, how do I get more people to connect with me on LinkedIn or Instagram or follow me on Twitter? #financialdvisors

5 Examples of Strong CEO Leaders

Oct 06, 2020 by Dawn Castell

Learn more about five Chief Executive Officers who are strong leaders within their company. #lead #leadership #business #success

5 Consequences of US Debt at $50 Trillion

Oct 06, 2020 by John Mauldin

With the US set to breach the $50 trillion mark in debt by 2030, here are five things we should start thinking about sooner rather than later.

Trump Needs To Deliver More Stimulus for Votes

Oct 05, 2020 by Guest Contributor

Trump has lots of ground to make up over the next month and he may capitulate to the Democrats terms for the next fiscal stimulus package.

Culture Fit: Whose Responsibility Is It?

Oct 05, 2020 by Annette Franz

Culture fit simply means that employees believe in and align with the core values. #culturefit #values #corevalues #business

Top Three Things You Need To Know About Payments

Oct 05, 2020 by Lilah Raynor

Buy Now / Pay Later and Peer-to-Peer payments are on the rise with Gen Z during COVID-19 #spending #payments #cash #credit

Why You Should Use DevOps To Improve Your Business

Oct 05, 2020 by Guest Contributor

The following points will help you to understand just why DevOps is the missing key to unlocking your business's full potential. #business

4 Ways To Save on Taxes

Oct 05, 2020 by Market Street Wealth Management Advisors

These are all great ways to save on taxes, one of your largest and most consistent expenses. #taxes #finance #planning #savings

5 Ways To Supercharge Your Sales Team

Oct 05, 2020 by Guest Contributor

Using both technology and training, you can supercharge your salespeople and help them overcome some of the obstacles they face.

Some Good News To Start the Week

Oct 05, 2020 by Guest Contributor

Stock markets making healthy gains as investors look favourably on Trump's health updates and the ongoing stimulus talks in Congress.

Should I Stop Contributing To My 401(k) During COVID-19?

Oct 05, 2020 by Larry Heller

Advice to help you increase your contributions, focus on the long-term outcomes of contributing to your 401(k) #retirement #401k

A Deep Dive into Insurance Adjusting

Oct 05, 2020 by Rick Dwyer

The role of Gold Star Adjusters when it comes to presenting a claim to achieve the maximum settlement for a loss. #insurance #adjusters

The Need for Drastic Action To Combat the Economic Wreckage

Oct 05, 2020 by Al Emid

The markets today can be expected to prove conclusively my contention that volatility is ‘the new normal’. #stockmarket #investing

Don’t Underestimate the Impact of a Pandemic

Oct 05, 2020 by Dr. Bert Shlensky

There are three key pandemic impact areas that I think should be considered as we forge ahead. #froward #covid19 #success

Retirement Income And Bonds No Longer Mix. Here’s An Alternative.

Oct 05, 2020 by Rob Isbitts

Retiring or retired investors can’t hide out in bonds as part of their asset allocation strategy within their financial plan. #planning #retirement

The Smart Way to Play the Hottest IPO Market in Years

Oct 05, 2020 by Justin Spittler

The current crop of IPOs will also go on sale in the coming months. When that happens, these stocks will go from hyped up to hated. #stocks

Is the Disconnect Between the Economy and the Stock Market Justified?

Oct 05, 2020 by J.P. Morgan Asset Management

By yielding to substitution bias, investors may think the market rally is not justified, but a deep look under the surface suggests that in fact, it is.

How The Single-Family Rental Industry Has Become Reliable For Investors

Oct 05, 2020 by Centura Wealth Advisory

Tune in now to learn how the single-family rental industry has become reliable for investors in recent years! #rental #investing #homes

CBO: Revenues Set to Surge! In 2 Years, That Is

Oct 05, 2020 by John Mauldin

Recent developments suggest debt will be even bigger than I expected, to the tune of $50 trillion in the US by 2030. #debt #economy

A Great Reckoning: One Way Covid-19 Permanently Changed My Life

Oct 05, 2020 by Carolyn Rosenblatt

For anyone who has the space, the interest in giving up an office, and willingness to part with habit, go for it. #workfromhome #performance

One Email Script Can Turn a Resistant Prospect into a New Client

Oct 05, 2020 by Adri Miller-Heckman

Here is one example and helps to remind the potential client WHY they wanted to meet and move forward. #financialadvisors #success

Power Imbalances in Marriage

Oct 05, 2020 by Guest Contributor

Power dynamics within personal relationships frequently go unrecognized, unaddressed or even denied. #finance #marriage #power

11 Most Read Advisorpedia Articles of the Week!

Oct 03, 2020 by Douglas Heikkinen

11 Most Read IRIS Articles of the Week. #financialadvisors #finance #money #business #investment #investing #entrepreneur #wealth

The Two Keys to Survival

Oct 02, 2020 by Matt Miller

We may be facing struggles of our own. I submit that we should challenge ourselves to do two things. #survival #personal #rockybalboa

To $50 Trillion Debt (and Beyond)

Oct 02, 2020 by John Mauldin

A real economist would probably call it Debt Rationalization. We will reach a point where it becomes the least-bad alternative. #nationaldebt

5 Tips for Managing the Loss of a Loved One

Oct 02, 2020 by Esther Szabo

Her experience throughout this time of transition and shares some key tips she’s learned along the way for managing the loss of a loved one.

Markets React To Trump’s Positive COVID Test

Oct 02, 2020 by Guest Contributor

Markets react to Trump’s positive COVID test, Oil stumbles, Gold rally may continue. #stockmarket #investing #trump #oil #covid19

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