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Estate Planning Considerations for Unmarried Couples

Unpacking the Reasons Behind Financial Advisors Falling Short of Their Goals

Preserving Portfolio Objectivity: Separating Politics from Investments

Seeking Fulfillment: Leading with a Key Element for Personal Satisfaction

Mar 13, 2024 by Terri Klass

Leaders can get stuck in a hamster wheel without realizing it and due to inertia, just keep going down the same path. #advisors #leaders

Optimal Investment Strategy: Being Bipartisan vs. Partisan

Mar 13, 2024 by Guest Contributor

Hypothetically, the best-performing portfolio during the past 127 years was the bipartisan one that stayed fully invested.

Natural Gas Dynamics: Unraveling the Consequences

Mar 13, 2024 by Anna Radomska

What happened at the same time in natural gas? Were the bulls also successful? Or have their opponents taken control of the trading floor again? #gas

Like Fine Wine: QQQ Turns 25, Celebrates Long-Running Dominance

Mar 13, 2024 by Todd Shriber

QQQ enters its 25th birthday with $257.65 billion in assets under management, making it one of just five US-listed ETFs to top $200 billion in AUM. #ETF

Client Value Discovery: 4 Tips for Advisors to Initiate the Process

Mar 13, 2024 by Guest Contributor

Explores a few tips for advisors to get the values conversation started so planning relationships can progress smoothly. #growth #advisors

Will Artificial Intelligence Replace Financial Advisors?

Mar 13, 2024 by James Pollard

How to use AI to transform your financial advising business. And you’ll get a much-needed reminder that it’s time to start using AI. #advisors

Beyond Tomorrow: Investing in AI Innovations with Chris Gannatti

Mar 13, 2024 by WisdomTree

Chris introduces us to the transformative power of artificial intelligence (AI) and its investment implications. #AI #markets #investing

Unlocking Organic Growth: Six Essential Keys for Advisory Practices

Mar 13, 2024 by Guest Contributor

Share six characteristics of advisory practices that are consistently achieving organic growth. #growth #advisors

Embracing Optimism: Seven Reasons for a Positive Outlook on the Global Economy

Mar 13, 2024 by Guest Contributor

I thought it might be time to share a few reasons to be positive about the global economy. #economy #markets

Economic Resilience: Assessing Strength in Straw, Sticks, or Bricks?

Mar 13, 2024 by Guest Contributor

We move between these within a timeline that is far shorter than what investors who have been around for a while would normally have. #markets

Embracing Personal Growth: Departing the Corporate World for New Horizons

Mar 13, 2024 by Abbey Henderson

It's about embracing a path that truly aligns with her core values and personal aspirations. #growth #advisors

Scaling Revenue: Strategies for Financial Advisors to Grow Without Expanding Client Numbers

Mar 13, 2024 by Grant Hicks

How does a team of successful advisors scale their business, and increase equity and value, to make it more efficient? #advisors #growth

Forget CPI, Talk to me About AI

Mar 12, 2024 by José Torres

This morning’s hotter-than-expected inflation data is falling on deaf ears as equity traders instead focus on Oracle’s positive AI statements

Deciphering the Complexity of Individual Retirement Accounts

Mar 12, 2024 by Jason Coddington

Targeted insights for families and small business owners, breaking down the complexities of Traditional and Roth IRAs. #IRA

What Can I Do Today? Small Steps for Big Success

Mar 12, 2024 by Paul Kingsman

Taking small, sometimes even seemingly inconsequential steps consistently is the key to making miles of progress. #growth #advisors

Strategies for Avoiding Burnout and Fatigue While Pursuing Big Goals

Mar 12, 2024 by Andrew LaCivita

Burnout happens. Ask anyone who’s pursued a worthy dream. Burnout especially happens during the month of March. #advisors #burnout

Wealth Building for HENRYs: Strategies for Saving and Growth

Mar 12, 2024 by Brad Sherman

et’s explore how HENRYs can leverage their financial situation to secure a promising financial future. #wealth #finance

Guiding Teams Through Tough Times: 8 Leadership Strategies for Morale Maintenance

Mar 12, 2024 by Martin Zwilling

We all need to learn from these as we rebuild employee morale following tough economic challenges, with limited budgets. #growth #emplyees

Mindful Nutrition: The Importance of an Intentional Mental Diet for Financial Advisors

Mar 12, 2024 by Joseph Lukacs

The food you consume greatly impacts your health and fitness, what you feed your mind is equally influential to your mental state. #advisors

Will CPI Data Drive Stocks Higher Again?

Mar 12, 2024 by Paul Rejczak

Stocks prices appear to be stuck following their Friday’s reversal. Is this still a topping pattern? #markets #invest #stocks

Employment Reports: Navigating Household vs. Headline Discrepancies

Mar 12, 2024 by Lance Roberts

A clue as to which survey, household, or headline might be correct can be found in the hourly wages and ADP data. #markets #employment

SPY Getting Rolling

Mar 12, 2024 by Monica Kingsley

I‘m looking for way more action in the 5,115 area, and for the sellers to have generally upper hand right next. #markets

February CPI - Market Sell Off or Buy the Dip?

Mar 12, 2024 by Christopher Versace

Forecasts are calling for the top-line February CPI figure to come in even with January’s reading of 3.10%. #markets

Global Crypto ETPs: Achieving a New Milestone

Mar 12, 2024 by Guest Contributor

With the successful launch and strong traction of Spot Bitcoin ETFs in the U.S., the global Crypto ETPs landscape has surpassed $70 billion

The Democratization of Financial Wealth in Two Decades

Mar 12, 2024 by Ayelet Baron

This $90 trillion transfer to millennials over the next twenty years is a monumental shift in economic power and responsibility. #wealth #power

15 Corporate Business Practices to Apply To Personal Finances

Mar 12, 2024 by Bryce Sanders

Many common business practices they see every day at work could easily be applied to their own personal finances. #advisors #growth

Fixed Income Investments With Principal Protection

Mar 12, 2024 by iCapital

Principal protection, including rate-linked investments, can help investors generate current income while preserving the value of their investments.

Half of Start-up Founders Are Ready To Quit

Mar 12, 2024 by Chris Skinner

What’s the problem? Mainly their financial runway, work-life balance and burnout. The three factors are intertwined. #burnout #business

Shaping the Economic Landscape: Key Trends to Watch

Mar 12, 2024 by Lincoln Financial Group

This chart is showing where several key economic data points both started and ended in 2023. #chart #economy #data

Strategic Alliances: The Value of Advisors Having Relationships with Tax Experts

Mar 12, 2024 by Todd Shriber

It could be a client attraction/retention tool. That’s particularly true with younger clients, many of whom feel daunted come tax time. #taxes #GenZ

Surpassing Growth Barriers: Strategies for Wealth Management Firms

Mar 12, 2024 by Shannon Spotswood

The challenges and opportunities in wealth management, emphasizing personalized financial planning and the role of advisors as life guides. #advisors

Navigating Free Advice: Strategies to Eliminate the 'R'

Mar 12, 2024 by Tony Vidler

The struggle now for many advisers is how to take the R out of that, and establish that advice deserves a fee in the consumers mind. #advisors #growth

Retirement Savings Kickstart: Tips for Freelancers and Studio Musicians in 2024

Mar 11, 2024 by Nicholas Stuller

In this article, we’ll explore key steps to help successful freelance and studio musicians kickstart their retirement savings. #retire

Diving into Inflation Data: A Comprehensive Overview

Mar 11, 2024 by Guest Contributor

There are those who think the Fed should cut and those who think the Fed should hold rates right where they are. #investing

Potential Pitfall: The Impact of Lengthy Surveys on Customer Retention

Mar 11, 2024 by Shep Hyken

Company send out a customer satisfaction survey? Generally, it is to find out if they did a good job or what they can do to make the experience better. #CX

Revolutionizing the Road: Emerging Trends in the Automobile Industry

Mar 11, 2024 by Guest Contributor

With that in mind, here are some of the most important trends that are set to shape the future of the automobile sector in the years to come. #advisors

Synapse 2024 and the Business of Innovation

Mar 11, 2024 by Bill Hortz

Synapse Summit in Tampa was an excellent example of execution towards that goal as it sparked a great deal of community excitement and creative engagement.

Crude Oil Dilemma: Trapped in Market Dynamics

Mar 11, 2024 by Anna Radomska

Crude oil bounced off the nearest support area, but the way to the higher levels continues to be blocked. What’s next?

Does NVIDIA Reversal Hint Market Correction?

Mar 11, 2024 by Paul Rejczak

Could a sharp downward reversal from Friday be a trend-changing event? #markets #investing #stocks

Confirmed Breakout: Gold's Momentum and Its Implications

Mar 11, 2024 by Golden Meadow

While it’s been successful so far, the extremely overbought RSI suggests that it won’t stay as high for long. And yet… #gold

Altitude Achieved: Unveiling Wellington-Altus Financial’s Journey with Shaun Hauser

Mar 11, 2024 by Power Your Advice

The factors contributing to Wellington-Altus Financial’s rise, including experienced founders and technological advancements in FinTech.

How Is Your Firm Working to Span Generations?

Mar 11, 2024 by Jud Mackrill

Your network of COIs is never more important than when you begin to build out households beyond the four walls of one home. #familyoffice

Consistent Value Delivery: A Challenge for Advisors Every Quarter

Mar 11, 2024 by The Perfect RIA

Without fail, every financial advisor I have ever chatted with has had one thing in common: they are always the best at what they do.

The Federal Reserve's Actions During Election Years

Mar 11, 2024 by J.P. Morgan Asset Management

Continues to pursue its dual mandate of price stability and maximum employment, while maintaining its independence from politics. #markets

Strategic Moves: Aligning Your Portfolio for a Possible Second Trump Presidency

Mar 11, 2024 by Frank Holmes

Eight months remain until the general election, but I don’t believe it’s too soon for investors to prepare for a potential second Trump term.

Closing Client Relationships: Essential Steps to Navigate the Process

Mar 11, 2024 by Don Connelly

A clearly defined deboarding process to make it easier on everyone. Here are some steps to consider when ending a client relationship. #advisors

Fostering Inclusivity: Transforming the Financial Services Industry

Mar 11, 2024 by ProudMouth

We know that inclusion, equity, and diversity are important. But why? #inclusion #finserv #diversity

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