The importance of teaching children about finance, sharing personal childhood money memories and the impact they have on financial beliefs. #kids #money
Advisors have work to do with assisting clients in keeping track of old 401k plans and deploying that capital in ways that best serve the client. #growth
Eensure your goals are Specific, Measurable, Achievable, Relevant, and Time-bound. In other words, it requires the SMART goal-setting framework. #growth
Complexity in a soloist expertise business: you have multiple types of clients that you serve in different ways with multiple support systems. #advisors
Past 26 years, of the 435 seats in The House of Representatives, we have seen the number of districts considered a Toss-up fall from 164 to 23. #politics
Unless the BOJ continues to raise rates or the yen rallies versus the dollar, we are not concerned that capital flows from Japan will reverse. #Japan #BOJ
For advisors looking to capitalize on tech opportunities, a solid game plan is required. Here are some ideas for accomplishing that objective. #fintech
That could signal that opportunity exists with PFXF and preferred stocks as the Fed draws closer to finally reducing borrowing costs. #ETF #Fed #stocks
