History shows that on average, returns in the twelve months following the first rate cut are positive, but roughly half the long-term average of stocks.
The promising growth in certain industries and the hurdles many face in securing these opportunities. But there are also deeper issues at play. #inclusion
Shares his secrets on scaling his business, the power of podcasting for advisors, and why wearing busy as a badge of honor is so last season. #advisors
Everyone is scared of dentists, medical tests, and financial planning. I get the first two. But financial planning? Done right, it can uncover a gold mind.
Bitcoin tends to attract speculators. Accordingly, it provides an excellent gauge of speculation and exuberance in the financial markets. #Bitcoin #bonds
Talking about your tax expertise is just the beginning, here are 5 tips that advisors should use to engage prospects during tax season. #taxes #advisors
The factors to consider when choosing the right executor for your will, helping you make an informed decision that safeguards your legacy. #estate #advisor
Since perfect service is an unrealistic aspiration, leaders should encourage and train team members to manage service breakdowns effectively. #advisors #CX
Taxes create financial stress and can steadily erode portfolios. Are you using every possible tool to help protect your clients? #LincolnFinancialGroup
Europe and Japan, the return of inflation and positive interest rates is a game changer: earnings have improved as a result of higher end-consumer prices.
In the current climate, where traditional active management often faces skepticism, the pursuit of value-adding strategies remains a bright spot. #advisors
