Commercial Real Estate: Searching for Stability in Market Trends Therefore, pricing could be finding a floor in most sectors outside of office, presenting a compelling entry point. #RealEstate #markets
Commercial Real Estate: Searching for Stability in Market Trends Therefore, pricing could be finding a floor in most sectors outside of office, presenting a compelling entry point. #RealEstate #markets
Election Impact: Exploring Market Corrections During Presidential Elections From a portfolio management perspective, we must understand what happens during election years concerning the stock market and investor returns. #election
Election Impact: Exploring Market Corrections During Presidential Elections From a portfolio management perspective, we must understand what happens during election years concerning the stock market and investor returns. #election
Why Are Financial Conditions Easing? So why, as the Bloomberg chart on the left highlights, are financial conditions so easy? #strategy #economy
Why Are Financial Conditions Easing? So why, as the Bloomberg chart on the left highlights, are financial conditions so easy? #strategy #economy
The Art of Creating Urgency The ability to create a sense of urgency is crucial for financial advisors seeking to guide their clients towards timely and impactful decisions.
The Art of Creating Urgency The ability to create a sense of urgency is crucial for financial advisors seeking to guide their clients towards timely and impactful decisions.
Client Expectations: Desires and Demands from Financial Professionals Respondents said working with a financial professional would help ensure they could financially support all the things they want to do in their life.
Client Expectations: Desires and Demands from Financial Professionals Respondents said working with a financial professional would help ensure they could financially support all the things they want to do in their life.
The Zombie Fund Era The NAV trajectory of private equity funds in the last five years has generated concern about a shift in the private equity landscape.
The Zombie Fund Era The NAV trajectory of private equity funds in the last five years has generated concern about a shift in the private equity landscape.
Our Absurdist Idea ... Coming True? NVDA’s meteoric rise has shown once again that great businesses profiting from disruption can go higher than you can possibly imagine. #Nvidia
Our Absurdist Idea ... Coming True? NVDA’s meteoric rise has shown once again that great businesses profiting from disruption can go higher than you can possibly imagine. #Nvidia
Bears Intercept: Analyzing Nonfarm Payrolls in the Market Play The US economy added 275,000 workers last month, exceeding estimates of 200,000 and January’s downwardly revised 229,000.
Bears Intercept: Analyzing Nonfarm Payrolls in the Market Play The US economy added 275,000 workers last month, exceeding estimates of 200,000 and January’s downwardly revised 229,000.
Acquisition Success: Unveiling the Role of Contingency Planning Taking care of your clients and extracting the value your family deserves. A contingency plan can be the key to a successful acquisition. #advisors
Acquisition Success: Unveiling the Role of Contingency Planning Taking care of your clients and extracting the value your family deserves. A contingency plan can be the key to a successful acquisition. #advisors
Enhancing Business Data Security: Are You Ready to Take Action? One of the most important ways is to ensure that you are securing your business’s data as well as you can. #advisors #tech #data
Enhancing Business Data Security: Are You Ready to Take Action? One of the most important ways is to ensure that you are securing your business’s data as well as you can. #advisors #tech #data
Exploring Creativity Through Walking Walking boosts our ability to think creatively. It’s not just random strolls but integrating walking into our daily lives. #walks #creativity
Exploring Creativity Through Walking Walking boosts our ability to think creatively. It’s not just random strolls but integrating walking into our daily lives. #walks #creativity
Maximizing Award Travel: Strategies, Tips, and Common Misconceptions for Points & Miles Debunk myths about travel rewards cards and give you the scoop on their favorite digital allies. #travel #rewards
Maximizing Award Travel: Strategies, Tips, and Common Misconceptions for Points & Miles Debunk myths about travel rewards cards and give you the scoop on their favorite digital allies. #travel #rewards
Tech Industry Insights: Strategies for Maximizing Customer Loyalty Giants at the top for customer loyalty among Fortune 100 companies. So, let’s explore five customer engagement lessons from this group. #advisors
Tech Industry Insights: Strategies for Maximizing Customer Loyalty Giants at the top for customer loyalty among Fortune 100 companies. So, let’s explore five customer engagement lessons from this group. #advisors
Advisors and Taxes: the Advisory Tax Alliance Approach An American with an annual income of $500,000 or more is staring down the barrel of 1–5% additional annual tax. #taxes
Advisors and Taxes: the Advisory Tax Alliance Approach An American with an annual income of $500,000 or more is staring down the barrel of 1–5% additional annual tax. #taxes
Anticipating Modest Growth: China's Luxury Market Outlook for 2024 Chinese luxury spending in Europe and Asia last year was 40% to 65% of 2019 levels, but this is also expected to improve. #China #luxury
Anticipating Modest Growth: China's Luxury Market Outlook for 2024 Chinese luxury spending in Europe and Asia last year was 40% to 65% of 2019 levels, but this is also expected to improve. #China #luxury
The Electoral Narrative Has Suddenly Changed Biden and most Democrats are prepared to play hardball, and suddenly the race is tied. #politics #election2024
The Electoral Narrative Has Suddenly Changed Biden and most Democrats are prepared to play hardball, and suddenly the race is tied. #politics #election2024
Rising Wedge vs. Oil Bears: Analyzing Market Dynamics Developed in accordance with the pro-declining scenario, and the bears reached the above-mentioned first target during yesterday’s session. #oil
Rising Wedge vs. Oil Bears: Analyzing Market Dynamics Developed in accordance with the pro-declining scenario, and the bears reached the above-mentioned first target during yesterday’s session. #oil
Navigating Mixed Signals: How Advisors Handle Investment Ambiguity in Couples What do we do when the couple gives mixed signals or cannot seem to agree on making a decision? #advisors #couples
Navigating Mixed Signals: How Advisors Handle Investment Ambiguity in Couples What do we do when the couple gives mixed signals or cannot seem to agree on making a decision? #advisors #couples
Essential Credit Talks: Increasingly Crucial in Today's Climate National average credit score fall to start 2024 for the first time a decade, but auto loan and credit card delinquencies are at record highs. #credit
Essential Credit Talks: Increasingly Crucial in Today's Climate National average credit score fall to start 2024 for the first time a decade, but auto loan and credit card delinquencies are at record highs. #credit
The Breakout: AI's Impending Rise in 2024 From an investing perspective, there was still a lot of skepticism toward AI last year. #investing #AI
The Breakout: AI's Impending Rise in 2024 From an investing perspective, there was still a lot of skepticism toward AI last year. #investing #AI
Bet on BOXX as Cash Alternative Embraced BOXX as highlighted by the fact that it has more than $1.6 billion in assets under management at just 15 months old. #ETF #advisors
Bet on BOXX as Cash Alternative Embraced BOXX as highlighted by the fact that it has more than $1.6 billion in assets under management at just 15 months old. #ETF #advisors
Structured Investments 2023 Insights: Navigating Market Evolution with Flexibility Leveraging analysis from over 130,000+ past offerings and $59bn in volume on iCapital’s structured investments platform. #alternatives #iCapital
Structured Investments 2023 Insights: Navigating Market Evolution with Flexibility Leveraging analysis from over 130,000+ past offerings and $59bn in volume on iCapital’s structured investments platform. #alternatives #iCapital
Time is Money: Accelerating Productivity by Leveraging Expertise All wish we had more TIME! While it’s a fleeting and precious commodity, there are strategic ways to buy back more hours in your day. #time #advisors
Time is Money: Accelerating Productivity by Leveraging Expertise All wish we had more TIME! While it’s a fleeting and precious commodity, there are strategic ways to buy back more hours in your day. #time #advisors
Hidden Struggles: The Challenges Faced by Caregivers What can advisors do to prepare and protect their clients—and their books? #aging #retirement #finance #planning
Hidden Struggles: The Challenges Faced by Caregivers What can advisors do to prepare and protect their clients—and their books? #aging #retirement #finance #planning
Fostering Collaboration: Essential Considerations for Success Here are some key considerations for fostering a collaborative approach. #teamwork #advisors
Fostering Collaboration: Essential Considerations for Success Here are some key considerations for fostering a collaborative approach. #teamwork #advisors
Proximity Alert: Recognizing the Imminent Threat of Liquidity Issues RRP and what it might foretell, it’s worth appreciating that a good understanding of the Fed’s policy tools is vital for investors. #markets
Proximity Alert: Recognizing the Imminent Threat of Liquidity Issues RRP and what it might foretell, it’s worth appreciating that a good understanding of the Fed’s policy tools is vital for investors. #markets
S&P 500 Hits New Highs: Impact of Mnuchin's Rescue Efforts Markets are adding to yesterday’s gains on the back of former Treasury Secretary Steven Mnuchin restoring confidence in the regional banking sector.
S&P 500 Hits New Highs: Impact of Mnuchin's Rescue Efforts Markets are adding to yesterday’s gains on the back of former Treasury Secretary Steven Mnuchin restoring confidence in the regional banking sector.
Lost in Translation: Pitfalls of Conventional Feedback Forms What I’m about to tell you is risky, and I know it… but here goes: I am not a fan of most feedback forms. #advisors #tools
Lost in Translation: Pitfalls of Conventional Feedback Forms What I’m about to tell you is risky, and I know it… but here goes: I am not a fan of most feedback forms. #advisors #tools
From Remarkable to Billion: Unveiling 7 Strategies for Sales Success The BILLION was the result of doing many things that resonated with people in the organization and encouraged them to join our growth journey. #growth
From Remarkable to Billion: Unveiling 7 Strategies for Sales Success The BILLION was the result of doing many things that resonated with people in the organization and encouraged them to join our growth journey. #growth
Are Stock Prices Forming a Medium-Term High? S&P 500 got back above the 5,100 level, but will the uptrend continue? #markets #stocks #investing
Are Stock Prices Forming a Medium-Term High? S&P 500 got back above the 5,100 level, but will the uptrend continue? #markets #stocks #investing
Optimizing Productivity: Harnessing the Power of Habits, Rituals, and Defined Spaces After that call, it was like time slowed down and nothing existed but the gargantuan tasks ahead of us. #growth #habits
Optimizing Productivity: Harnessing the Power of Habits, Rituals, and Defined Spaces After that call, it was like time slowed down and nothing existed but the gargantuan tasks ahead of us. #growth #habits
Building Self-Trust: A Critical Reflection The one thing we can’t live without the one thing that changes everything. The one thing that if removed destroys families, relationships. #trust
Building Self-Trust: A Critical Reflection The one thing we can’t live without the one thing that changes everything. The one thing that if removed destroys families, relationships. #trust
Understanding Psychological Forces in Business Exits: Guidance for Advisors Recognizing these forces and knowing how to navigate them can greatly enhance an advisor’s ability to guide their clients towards successful exits.
Understanding Psychological Forces in Business Exits: Guidance for Advisors Recognizing these forces and knowing how to navigate them can greatly enhance an advisor’s ability to guide their clients towards successful exits.
Powell Says Fed Funds Rate At Its 'Peak' But... Powell shared that he still expects a pivot to interest rate cuts this year. #markets #rates #investing
Powell Says Fed Funds Rate At Its 'Peak' But... Powell shared that he still expects a pivot to interest rate cuts this year. #markets #rates #investing
Analyzing Market Movements: A Simple Examination of the 200-Day Moving Average Do most stock dives come out of the blue, or are there potential warning signs that we can systematically employ in advance? #stocks #strategy
Analyzing Market Movements: A Simple Examination of the 200-Day Moving Average Do most stock dives come out of the blue, or are there potential warning signs that we can systematically employ in advance? #stocks #strategy
Wealth and Well-being: Debunking the Myth that Money Guarantees Happiness Clients can feel wealthy when they believe their lives are well-lived, when they’ve made positive impacts on others and when they’re charitable
Wealth and Well-being: Debunking the Myth that Money Guarantees Happiness Clients can feel wealthy when they believe their lives are well-lived, when they’ve made positive impacts on others and when they’re charitable
International Women’s Day: 5 Female Fund Managers Give Their Tips From the Top Here are some tips from female investors that are among the best in the business. #women #advisors #investors
International Women’s Day: 5 Female Fund Managers Give Their Tips From the Top Here are some tips from female investors that are among the best in the business. #women #advisors #investors
Five Questions for Considering Private Markets These five questions are important to answer and should factor into your decision making. #investing #markets #alternatives
Five Questions for Considering Private Markets These five questions are important to answer and should factor into your decision making. #investing #markets #alternatives
Game Plan for the Golden Years: Protecting Your Goals in the Peak 65 Zone with Tim Seifert The need for Financial professionals to educate clients on the challenges faced in retirement and the benefits of protected income.
Game Plan for the Golden Years: Protecting Your Goals in the Peak 65 Zone with Tim Seifert The need for Financial professionals to educate clients on the challenges faced in retirement and the benefits of protected income.
Unraveling the Secrets: The Driving Forces Behind Exceptional Growth in an Unpredictable Marketplace These high flyers grew 4X faster and enjoyed almost 2X the profits. How did they do it? What do they do differently from other firms? #growth
Unraveling the Secrets: The Driving Forces Behind Exceptional Growth in an Unpredictable Marketplace These high flyers grew 4X faster and enjoyed almost 2X the profits. How did they do it? What do they do differently from other firms? #growth
Crafting a Unique Prospect Meeting: The Anatomy of Differentiation A prospect tells you they want to discuss and what they need to discuss may be two different things. And they may not know the difference. #growth
Crafting a Unique Prospect Meeting: The Anatomy of Differentiation A prospect tells you they want to discuss and what they need to discuss may be two different things. And they may not know the difference. #growth
Mitigating Longevity Risk: The Crucial Role of Strategic Financial Planning The importance of financial planning in addressing longevity risk and ensuring a secure and comfortable retirement. #NCRetirementCenter
Mitigating Longevity Risk: The Crucial Role of Strategic Financial Planning The importance of financial planning in addressing longevity risk and ensuring a secure and comfortable retirement. #NCRetirementCenter
Heating Up Cold Prospects: Strategies for Effective Outreach Today’s article is inspired by my colleague Sara Grillo. Sara specializes in non-BS marketing and lead generation for financial advisors. #advisors
Heating Up Cold Prospects: Strategies for Effective Outreach Today’s article is inspired by my colleague Sara Grillo. Sara specializes in non-BS marketing and lead generation for financial advisors. #advisors
Super Tuesday Takeaways Many voters are fed up with Israel, suburban moderates can’t accept Donald Trump, and uber-radical San Francisco is moving toward the center.
Super Tuesday Takeaways Many voters are fed up with Israel, suburban moderates can’t accept Donald Trump, and uber-radical San Francisco is moving toward the center.
The Advantages and Disadvantages of a Long-Distance Advisory Relationship Financial planning, legal counsel, or career guidance, technology has made it easier than ever to connect with experts across geographical boundaries.
The Advantages and Disadvantages of a Long-Distance Advisory Relationship Financial planning, legal counsel, or career guidance, technology has made it easier than ever to connect with experts across geographical boundaries.
Real Estate Prices and Financial Strain: Assessing the Impact Based on Location Housing is one of the largest expenses in many budgets. Those spending more than 30% of their gross income on housing are considered house poor. #home
Real Estate Prices and Financial Strain: Assessing the Impact Based on Location Housing is one of the largest expenses in many budgets. Those spending more than 30% of their gross income on housing are considered house poor. #home
