Meme Stocks: The Sequel I’ve been searching for a rubric for what separates meme-style investing from mere speculation. Here are some of my thoughts #stocks #memes
Meme Stocks: The Sequel I’ve been searching for a rubric for what separates meme-style investing from mere speculation. Here are some of my thoughts #stocks #memes
The Biggest Issue With Treating Your 401k as an ATM Frequently investors are tapping into their 401k well before their retirement date. They are using it like a personal ATM. #401k
The Biggest Issue With Treating Your 401k as an ATM Frequently investors are tapping into their 401k well before their retirement date. They are using it like a personal ATM. #401k
5 Tips for Creating Social Media Posts That Get Clients It’s never been easier to get more clients from social media. Especially when you implement what I reveal in today’s episode. #advisors
5 Tips for Creating Social Media Posts That Get Clients It’s never been easier to get more clients from social media. Especially when you implement what I reveal in today’s episode. #advisors
Should I Lend Money To Loved Ones? We discuss the pros and cons of lending money and guidelines to keep your relationships and finances healthy and drama-free. #lending
Should I Lend Money To Loved Ones? We discuss the pros and cons of lending money and guidelines to keep your relationships and finances healthy and drama-free. #lending
Advisors: Implement These Great Ideas Today A few good ideas, small tweaks, and little additions can make your business even more exceptional. #advisors #growth
Advisors: Implement These Great Ideas Today A few good ideas, small tweaks, and little additions can make your business even more exceptional. #advisors #growth
13 Proven Strategies for Bold and Effective Marketing These thirteen Breakaway Moves lit up the marketing landscape and delivered delirious results. #advisors #marketing
13 Proven Strategies for Bold and Effective Marketing These thirteen Breakaway Moves lit up the marketing landscape and delivered delirious results. #advisors #marketing
Oil Bulls’ Failure and Its Implications Another attempt, another failure. Is this the end of increases in black gold? #oil
Oil Bulls’ Failure and Its Implications Another attempt, another failure. Is this the end of increases in black gold? #oil
Navigating Retirement Planning: Addressing Behavioral Biases in Your Investment Strategy Biases that can influence financial decision-making. He addresses loss aversion, confirmation bias, herd mentality, overconfidence, and anchoring bias.
Navigating Retirement Planning: Addressing Behavioral Biases in Your Investment Strategy Biases that can influence financial decision-making. He addresses loss aversion, confirmation bias, herd mentality, overconfidence, and anchoring bias.
POW POW Powell! The big lift came from the dramatic increase in the Fed’s overall economic assessment, as shared below. #economy #Powell
POW POW Powell! The big lift came from the dramatic increase in the Fed’s overall economic assessment, as shared below. #economy #Powell
Eight Mistakes To Avoid When Taking on a New Client Every business needs to grow. This means prospecting and onboarding new clients. #advisors #clients #growth
Eight Mistakes To Avoid When Taking on a New Client Every business needs to grow. This means prospecting and onboarding new clients. #advisors #clients #growth
The Vital Role of Back Offices in Advisory Firms The back office is, to my mind, the unsung hero that helps underpin the success of financial advisory firms around the world. #advisors
The Vital Role of Back Offices in Advisory Firms The back office is, to my mind, the unsung hero that helps underpin the success of financial advisory firms around the world. #advisors
Analyzing Returns After Money Market Asset Peaks This chart shows the rise in money market assets over time, and how money markets and U.S. stocks performed over the 3-year period.
Analyzing Returns After Money Market Asset Peaks This chart shows the rise in money market assets over time, and how money markets and U.S. stocks performed over the 3-year period.
Small Cap Returns Point To Interest Rate Worries Might small cap stocks be a safe port in the storm if a recession hits, or might the correlation turn positive? #strategy #markets
Small Cap Returns Point To Interest Rate Worries Might small cap stocks be a safe port in the storm if a recession hits, or might the correlation turn positive? #strategy #markets
Tips for Selecting the Right ETFs for the Long Haul Fortunately, there are some basic steps advisors can take to make ETF evaluation easier. #ETF #advisors
Tips for Selecting the Right ETFs for the Long Haul Fortunately, there are some basic steps advisors can take to make ETF evaluation easier. #ETF #advisors
Steering Clear of Passive Derivative Income Traps: An Active Strategy Avoid the Trap in Passive Derivative Income Strategies with an Active Approach. #passive #income
Steering Clear of Passive Derivative Income Traps: An Active Strategy Avoid the Trap in Passive Derivative Income Strategies with an Active Approach. #passive #income
Why You Should Never Provide Financial Plans for Free Never give a financial plan away for free. Here are words to use to always emphasize the value of the plans you offer. #growth #advisors
Why You Should Never Provide Financial Plans for Free Never give a financial plan away for free. Here are words to use to always emphasize the value of the plans you offer. #growth #advisors
Embracing Humility in Shaping the Future of Business Leaders often aim high, chasing big visions. But now, it’s time to think differently: think consciously, act with care. #leaders #caring
Embracing Humility in Shaping the Future of Business Leaders often aim high, chasing big visions. But now, it’s time to think differently: think consciously, act with care. #leaders #caring
Boosting Retirement Savings for High-Income Business Owners Explain how to design such qualified plans, the types of businesses they are suited for, and any caveats to look out for. #NCRetirementCenter
Boosting Retirement Savings for High-Income Business Owners Explain how to design such qualified plans, the types of businesses they are suited for, and any caveats to look out for. #NCRetirementCenter
Mastering Your Credit Score: Insights and Strategies for Better Financial Management World of credit scores, understand their impact on major life decisions, and learn the art of proactive credit management. #credit
Mastering Your Credit Score: Insights and Strategies for Better Financial Management World of credit scores, understand their impact on major life decisions, and learn the art of proactive credit management. #credit
Decoding Estate Planning: Safeguarding Your Wealth Insights on upcoming tax law changes while providing valuable tips to help you navigate the intricate world of estate planning. #taxes
Decoding Estate Planning: Safeguarding Your Wealth Insights on upcoming tax law changes while providing valuable tips to help you navigate the intricate world of estate planning. #taxes
Crafting an Effective Financial Advisor Newsletter The best way to keep clients updated on your firm and the industry while nurturing prospects with engaging content. #advisors
Crafting an Effective Financial Advisor Newsletter The best way to keep clients updated on your firm and the industry while nurturing prospects with engaging content. #advisors
AI Integration: Transforming the Landscape for Founders and Investors Shares 6 ways AI integration is transforming the landscape for founders and offering new value for investors #AI #investors
AI Integration: Transforming the Landscape for Founders and Investors Shares 6 ways AI integration is transforming the landscape for founders and offering new value for investors #AI #investors
Hello Adobe, My Old Friend ADBE stock fell by about 9% in the following trading day after reporting results. #adobe #stocks
Hello Adobe, My Old Friend ADBE stock fell by about 9% in the following trading day after reporting results. #adobe #stocks
S&P 500 Bounced: Will It Attempt to Break the Record? Stock prices bounced, but will they resume the uptrend before a long holiday weekend? #markets #investing #stocks
S&P 500 Bounced: Will It Attempt to Break the Record? Stock prices bounced, but will they resume the uptrend before a long holiday weekend? #markets #investing #stocks
Rate Cut? There’s No Rush Strong economy and robust hiring as further reasons why the Fed has room to wait to gain confidence that inflation is on a sustained path.
Rate Cut? There’s No Rush Strong economy and robust hiring as further reasons why the Fed has room to wait to gain confidence that inflation is on a sustained path.
QE by a Different Name Is Still QE QE is no longer a tool for handling a crisis. It has morphed into a policy to ensure the government can fund itself. #QE #Fed #economy
QE by a Different Name Is Still QE QE is no longer a tool for handling a crisis. It has morphed into a policy to ensure the government can fund itself. #QE #Fed #economy
A Momentum Shift Toward Biden A very interesting new Bloomberg poll shows we may be in a momentum shift right now — toward Joe Biden. #elections #2024
A Momentum Shift Toward Biden A very interesting new Bloomberg poll shows we may be in a momentum shift right now — toward Joe Biden. #elections #2024
The Crucial Role of Women in the Great Wealth Transfer The good news women, perhaps more so than many men, are not only open to working with advisors, but want to do so. #women #advisors
The Crucial Role of Women in the Great Wealth Transfer The good news women, perhaps more so than many men, are not only open to working with advisors, but want to do so. #women #advisors
Financial Conditions Clash with Borrowing Conditions If Powell doesn’t appreciate the difference between financial and borrowing conditions, we must assume most investors do not either. #markets
Financial Conditions Clash with Borrowing Conditions If Powell doesn’t appreciate the difference between financial and borrowing conditions, we must assume most investors do not either. #markets
Understanding Private Market Fund Distribution Waterfalls There are four primary components to one of the most common forms of distribution waterfalls; the European waterfall. #alternatives #waterfall
Understanding Private Market Fund Distribution Waterfalls There are four primary components to one of the most common forms of distribution waterfalls; the European waterfall. #alternatives #waterfall
Investing with Purpose: Matson Money's Path to Financial Empowerment with Josh Crawford Strategies for advisors to help clients manage economic anxiety and understand market mechanics. #advisors #investors #success
Investing with Purpose: Matson Money's Path to Financial Empowerment with Josh Crawford Strategies for advisors to help clients manage economic anxiety and understand market mechanics. #advisors #investors #success
Exploring Gold as a Tactical Investment Option This could be unique in that more retail investors are likely to get in the game, potentially boosting prices in the process. #gold
Exploring Gold as a Tactical Investment Option This could be unique in that more retail investors are likely to get in the game, potentially boosting prices in the process. #gold
Is ‘Surprise and Delight’ an Effective Client Experience Strategy? The full experience should combine that strategy with tactics designed to scale the extraordinary. #CX #advisors #growth
Is ‘Surprise and Delight’ an Effective Client Experience Strategy? The full experience should combine that strategy with tactics designed to scale the extraordinary. #CX #advisors #growth
Guiding Caregivers Through Social Security and Retirement Planning Women’s unique retirement planning needs, especially for those who are serving as a caregiver or very likely will be one day #NCRetirementCenter
Guiding Caregivers Through Social Security and Retirement Planning Women’s unique retirement planning needs, especially for those who are serving as a caregiver or very likely will be one day #NCRetirementCenter
Don’t Overlook an Important Piece of RIA M&A: Telling Your Story It is an opportunity to elevate firm leadership and get in front of other firms who may also want to sell. #RIA #advisors #growth
Don’t Overlook an Important Piece of RIA M&A: Telling Your Story It is an opportunity to elevate firm leadership and get in front of other firms who may also want to sell. #RIA #advisors #growth
The Courage to Take An Idea to Market This requires a willingness to venture into the unknown and the courage to let go of preconceived notions of how things should be. #views
The Courage to Take An Idea to Market This requires a willingness to venture into the unknown and the courage to let go of preconceived notions of how things should be. #views
Why Financial Advisors Need To Cultivate Their Three Energies 3 important energies for advisors, how they can use them to grow professionally, and how to cultivate these energies effectively to help them succeed.
Why Financial Advisors Need To Cultivate Their Three Energies 3 important energies for advisors, how they can use them to grow professionally, and how to cultivate these energies effectively to help them succeed.
The Value of Prenuptial Agreements for Many Couples We’ll look at some reasons a couple might want to consider signing a formal prenuptial agreement. #prenup #marriage #wedding
The Value of Prenuptial Agreements for Many Couples We’ll look at some reasons a couple might want to consider signing a formal prenuptial agreement. #prenup #marriage #wedding
Inflation: The Quiet Tax on Your Wealth Impact of inflation on consumer purchasing power, the government’s influence on rising costs and currency value. #inflation
Inflation: The Quiet Tax on Your Wealth Impact of inflation on consumer purchasing power, the government’s influence on rising costs and currency value. #inflation
Maintaining Engagement and Accountability with Hybrid Employees Leaders can't gamble with priorities and outcomes. Accountability is key to consistent delivery. #advisors #teams #hybird
Maintaining Engagement and Accountability with Hybrid Employees Leaders can't gamble with priorities and outcomes. Accountability is key to consistent delivery. #advisors #teams #hybird
Infusing Vibrancy into Your Business Culture For the purposes of this post, here are actionable strategies for you to infuse Zappos’ spirit of fun into your culture. #advisors
Infusing Vibrancy into Your Business Culture For the purposes of this post, here are actionable strategies for you to infuse Zappos’ spirit of fun into your culture. #advisors
Dear Social Security Commissioner, Martin O’Malley An Open Letter on Remaining Critical Steps Needed to End the Agency's Horrific and Systematic Clawback Abuse. #SocialSecurity
Dear Social Security Commissioner, Martin O’Malley An Open Letter on Remaining Critical Steps Needed to End the Agency's Horrific and Systematic Clawback Abuse. #SocialSecurity
Gold: A Blend of Tradition and Innovation Invalidation of the breakouts, candlestick formation, and the volume. What are they saying about the next move? #gold
Gold: A Blend of Tradition and Innovation Invalidation of the breakouts, candlestick formation, and the volume. What are they saying about the next move? #gold
Do Technical Measures and Valuations Truly Matter? When investors are exuberant and willing to overpay for future earnings growth, valuations increase. #growth #value #markets
Do Technical Measures and Valuations Truly Matter? When investors are exuberant and willing to overpay for future earnings growth, valuations increase. #growth #value #markets
Decoding Growth: The Practical Truth Behind Success Hitting a 10% growth rate is considered top-notch, and even that doesn’t last forever. As it turns out, about 75% of companies barely budge. #growth
Decoding Growth: The Practical Truth Behind Success Hitting a 10% growth rate is considered top-notch, and even that doesn’t last forever. As it turns out, about 75% of companies barely budge. #growth
Fed Watch: The Waiting Game Continues Unsurprisingly, the Fed did what was widely expected yet again and kept the Fed Funds target unchanged at the March FOMC meeting. #markets #rates
Fed Watch: The Waiting Game Continues Unsurprisingly, the Fed did what was widely expected yet again and kept the Fed Funds target unchanged at the March FOMC meeting. #markets #rates
Speaking ‘The Language of Referrals’ to Gain Your Ideal Client with Bill Cates Exploration of the inner language of referrals, including self-talk, limiting beliefs, and mistaken assumptions. #advisors #growth
Speaking ‘The Language of Referrals’ to Gain Your Ideal Client with Bill Cates Exploration of the inner language of referrals, including self-talk, limiting beliefs, and mistaken assumptions. #advisors #growth
