5 Key Questions on Small-Cap Stock Investing for the Rest of 2024 We take a look at investing in small-cap stocks during an eventful and unpredictable year in the stock market. #strategy #markets
5 Key Questions on Small-Cap Stock Investing for the Rest of 2024 We take a look at investing in small-cap stocks during an eventful and unpredictable year in the stock market. #strategy #markets
10 Proven Strategies To Encourage Clients To Refer Your Business Here are ten effective ideas to inspire your clients to spread the word and advocate for your business proactively. #growth
10 Proven Strategies To Encourage Clients To Refer Your Business Here are ten effective ideas to inspire your clients to spread the word and advocate for your business proactively. #growth
The RTO Trap: Ignoring Data and Humanity Will Cost Companies Top Talent Let's be clear once more: this whole return to the office RTO charade is absolute insanity. #RTO
The RTO Trap: Ignoring Data and Humanity Will Cost Companies Top Talent Let's be clear once more: this whole return to the office RTO charade is absolute insanity. #RTO
Are You Just a Temporary Authority? As an advisor with years of experience, there’s nothing more frustrating than feeling like your authority has been challenged. #growth
Are You Just a Temporary Authority? As an advisor with years of experience, there’s nothing more frustrating than feeling like your authority has been challenged. #growth
Has Stock Market Concentration Hit a Tipping Point? Investors may be surprised to learn today’s market concentration is considerably higher than the peak of the dot-com bubble in 2000. #markets
Has Stock Market Concentration Hit a Tipping Point? Investors may be surprised to learn today’s market concentration is considerably higher than the peak of the dot-com bubble in 2000. #markets
Managing Climate Risks vs. Pursuing Green Opportunities — What’s the Winning Strategy? We looked at the long-term relationship between MSCI ESG Ratings and market performance to help answer this question. #ESG
Managing Climate Risks vs. Pursuing Green Opportunities — What’s the Winning Strategy? We looked at the long-term relationship between MSCI ESG Ratings and market performance to help answer this question. #ESG
The Success of Your Business Hinges on One Key Question: How Will You Respond? Look at what we can do to assume positive intent in others and manage the instances where our positive intent is no longer warranted. #Advisors #CX
The Success of Your Business Hinges on One Key Question: How Will You Respond? Look at what we can do to assume positive intent in others and manage the instances where our positive intent is no longer warranted. #Advisors #CX
Why Are Fintechs Worth More Than Banks? What caught my attention was this chart of valuations by the different areas of fintech interests #fintech #banks
Why Are Fintechs Worth More Than Banks? What caught my attention was this chart of valuations by the different areas of fintech interests #fintech #banks
7 Essential Keys to Building a Culture of Innovation and Growth Every business leader I know recognizes the need for a culture that promotes continuous innovation, an entrepreneurial spirit, #growth
7 Essential Keys to Building a Culture of Innovation and Growth Every business leader I know recognizes the need for a culture that promotes continuous innovation, an entrepreneurial spirit, #growth
How To Tackle Big Problems With Simple Solutions As an adult living in – well, you know – I see wisdom and genius. I see a metaphor for a path forward. #inclusion
How To Tackle Big Problems With Simple Solutions As an adult living in – well, you know – I see wisdom and genius. I see a metaphor for a path forward. #inclusion
What if the Ayatollah Has No Clothes? Acknowledgement that the Ring of Fire is no longer a powerful enough deterrent to Israel attacking Iran’s domestic military and energy infrastructure
What if the Ayatollah Has No Clothes? Acknowledgement that the Ring of Fire is no longer a powerful enough deterrent to Israel attacking Iran’s domestic military and energy infrastructure
The Robotaxi Revolution is Here! TSLA has always been about the future, and tomorrow’s robotaxi announcement will tell us whether that future will be arriving shortly. #Tesla
The Robotaxi Revolution is Here! TSLA has always been about the future, and tomorrow’s robotaxi announcement will tell us whether that future will be arriving shortly. #Tesla
Yield Curve Signals Major Policy Error Ahead of CPI Chinese stocks have given back a large chunk of their recent rally, as appetites for further stimulus measures go unsatisfied. #markets
Yield Curve Signals Major Policy Error Ahead of CPI Chinese stocks have given back a large chunk of their recent rally, as appetites for further stimulus measures go unsatisfied. #markets
VIX Climbs Alongside Markets: Does It Matter? To better appreciate the volatility market, we share two other measures of volatility derived from the options markets. #markets
VIX Climbs Alongside Markets: Does It Matter? To better appreciate the volatility market, we share two other measures of volatility derived from the options markets. #markets
Retirement Plan Participants Want Private Equity Access Attach the word private to something, particularly an investment strategy, and it’s sure to get people interested. #NCRetirementCenter
Retirement Plan Participants Want Private Equity Access Attach the word private to something, particularly an investment strategy, and it’s sure to get people interested. #NCRetirementCenter
Stand-Out and Attract High-Net-Worth Clients In a commoditized market, simply being good at what you do isn’t going to cut it anymore. You need to stand out #growth
Stand-Out and Attract High-Net-Worth Clients In a commoditized market, simply being good at what you do isn’t going to cut it anymore. You need to stand out #growth
How to Trade the Election Explains how he uses the PRO Meter to objectively gauge where the market’s headed and then recommend the three strongest stocks to buy each week.
How to Trade the Election Explains how he uses the PRO Meter to objectively gauge where the market’s headed and then recommend the three strongest stocks to buy each week.
Kingswood’s Billion-Dollar Partnership With Eudaimonia With Mike Nessim, Jaime Golden, & John Goodson The three RIAs under the Eudaimonia Group collectively represent more than $1 billion in total client assets. #advisors
Kingswood’s Billion-Dollar Partnership With Eudaimonia With Mike Nessim, Jaime Golden, & John Goodson The three RIAs under the Eudaimonia Group collectively represent more than $1 billion in total client assets. #advisors
Unpaid Eldercare Often Falls on Adult Children Family members and friends often provide unpaid eldercare – but it typically falls on adult children. #eldercare #finance #parents
Unpaid Eldercare Often Falls on Adult Children Family members and friends often provide unpaid eldercare – but it typically falls on adult children. #eldercare #finance #parents
Energy Reminds Us to Avoid Politically Driven Sector Bets With Election Day less than a month away, now is an appropriate time to bust some myths regarding the intersection of politics and investing. #energy
Energy Reminds Us to Avoid Politically Driven Sector Bets With Election Day less than a month away, now is an appropriate time to bust some myths regarding the intersection of politics and investing. #energy
"Not Your Average College Planning" – A Strategy for High-Value Referrals With Ross Riskin Real college funding planning is much more complex, and those advisors who recognize this complexity stand out in their field. #college #advisors
"Not Your Average College Planning" – A Strategy for High-Value Referrals With Ross Riskin Real college funding planning is much more complex, and those advisors who recognize this complexity stand out in their field. #college #advisors
The Role of Financial Advisors in Managing Credit Card Debt Amid rising costs of living and unstable interest rates, navigating the complexities of debt management can be overwhelming. #debt #advisors
The Role of Financial Advisors in Managing Credit Card Debt Amid rising costs of living and unstable interest rates, navigating the complexities of debt management can be overwhelming. #debt #advisors
8 Simple Steps to Craft Your Unique Selling Proposition One would assume companies are becoming adept at distinguishing themselves from their competitors. However, the reality is starkly different. #growth
8 Simple Steps to Craft Your Unique Selling Proposition One would assume companies are becoming adept at distinguishing themselves from their competitors. However, the reality is starkly different. #growth
MINT Still a Marvel Among Active Bond ETFs Some advisors and investors may think that against the backdrop of the Federal Reserve lowering interest, enthusiasm for short duration fare will wane #ETF
MINT Still a Marvel Among Active Bond ETFs Some advisors and investors may think that against the backdrop of the Federal Reserve lowering interest, enthusiasm for short duration fare will wane #ETF
Net Unrealized Appreciation (NUA) Retirement Planning & Tax Optimization Declaring NUA can lead to tax savings compared to selling employer stock and withdrawing the proceeds from an IRA. #NUA
Net Unrealized Appreciation (NUA) Retirement Planning & Tax Optimization Declaring NUA can lead to tax savings compared to selling employer stock and withdrawing the proceeds from an IRA. #NUA
Why Coffee Shops Thrive Despite Economic Logic If we all acted purely on logic, coffee shops would be out of business. Is that likely to happen any time soon? Don’t bet your latte on it. #coffee
Why Coffee Shops Thrive Despite Economic Logic If we all acted purely on logic, coffee shops would be out of business. Is that likely to happen any time soon? Don’t bet your latte on it. #coffee
How Religious Principles Can Enhance Your Secular Financial Planning So here are some religious ideas with a secular approach to financial planning. #religion #finance #investor
How Religious Principles Can Enhance Your Secular Financial Planning So here are some religious ideas with a secular approach to financial planning. #religion #finance #investor
High Valuations Put Companies on a Tightrope as Earnings Season Heats Up Will the September CPI and PPI data support a no-landing scenario for the economy? #markets #economy #investing
High Valuations Put Companies on a Tightrope as Earnings Season Heats Up Will the September CPI and PPI data support a no-landing scenario for the economy? #markets #economy #investing
The Significant Effects of Low Open Interest on the USDX Last week, the USD Index stole the spotlight. It truly soared. But… Very few people are actually long. #USDX #copper
The Significant Effects of Low Open Interest on the USDX Last week, the USD Index stole the spotlight. It truly soared. But… Very few people are actually long. #USDX #copper
United States Lawmakers May Probe Google Break Up It’s likely that this latest regulation rigmarole will result in a multi-year period of appeals and will end in a series of concessions #Google
United States Lawmakers May Probe Google Break Up It’s likely that this latest regulation rigmarole will result in a multi-year period of appeals and will end in a series of concessions #Google
Chinese Pavlov Traders Are Hungry for Stimulus Chinese stocks CSI 300 opened Tuesday morning following their week-long Golden Week holiday, with a massive 11% pop higher. #China
Chinese Pavlov Traders Are Hungry for Stimulus Chinese stocks CSI 300 opened Tuesday morning following their week-long Golden Week holiday, with a massive 11% pop higher. #China
Are You Missing the $75 Trillion Wealth Transfer Boat? Programs that focus on the tax challenges of the wealth transfer process would be a good place to start given the enormity of the opportunity
Are You Missing the $75 Trillion Wealth Transfer Boat? Programs that focus on the tax challenges of the wealth transfer process would be a good place to start given the enormity of the opportunity
Stay Relevant or Be Ignored: The Key to Engagement Ingredient in getting and keeping someone’s attention is relevance. If your messaging is not relevant, it won’t even get noticed. #growth
Stay Relevant or Be Ignored: The Key to Engagement Ingredient in getting and keeping someone’s attention is relevance. If your messaging is not relevant, it won’t even get noticed. #growth
Is the Era of Remote Work Over? Where to Invest Next Chris Versace and Bob Lang focus on inflation concerns, the upcoming CPI and PPI data, and their impact on markets and interest rates
Is the Era of Remote Work Over? Where to Invest Next Chris Versace and Bob Lang focus on inflation concerns, the upcoming CPI and PPI data, and their impact on markets and interest rates
A Comprehensive Analysis of Agency REITs Doesn’t recommend specific agency REITs, but it does lay out some of the fundamental basics of the largest publicly traded agency REITs. #markets
A Comprehensive Analysis of Agency REITs Doesn’t recommend specific agency REITs, but it does lay out some of the fundamental basics of the largest publicly traded agency REITs. #markets
Stop Fighting Objections - It’s Killing Your Sales You’re suddenly in a never-ending cycle of them throwing up barriers and you scrambling to knock them down. #growth
Stop Fighting Objections - It’s Killing Your Sales You’re suddenly in a never-ending cycle of them throwing up barriers and you scrambling to knock them down. #growth
You’re Watching the Field, but Are You Watching the Score? Let’s talk about Alabama vs. Georgia, September 28, 2024. Sorry Georgia fans. #advisors
You’re Watching the Field, but Are You Watching the Score? Let’s talk about Alabama vs. Georgia, September 28, 2024. Sorry Georgia fans. #advisors
Maximize Your Value From Financial Advisor Conferences I’ve outlined six of my favorite strategies to get the most out of conference attendance. #advisors #conference
Maximize Your Value From Financial Advisor Conferences I’ve outlined six of my favorite strategies to get the most out of conference attendance. #advisors #conference
How to Leverage Life Insurance for Optimal Portfolio Diversification Think of those conversations as the foundations for discussing life insurance’s investment advantages, which include diversification. #insurance
How to Leverage Life Insurance for Optimal Portfolio Diversification Think of those conversations as the foundations for discussing life insurance’s investment advantages, which include diversification. #insurance
Why Money Conversations Remain Taboo (And How to Change That) A new poll from Bankrate confirms the taboo element of money talks. Read on to discover the details. #money #age
Why Money Conversations Remain Taboo (And How to Change That) A new poll from Bankrate confirms the taboo element of money talks. Read on to discover the details. #money #age
Stop Using Persuasion To Make the Sale! The misconception is, that when they resist your offer, it’s because you haven’t done a good enough job persuading them. #growth
Stop Using Persuasion To Make the Sale! The misconception is, that when they resist your offer, it’s because you haven’t done a good enough job persuading them. #growth
Many Investors Overlook Major Breakthroughs in Biotechnology Today, I’ll tell you about the most exciting biotech breakthroughs—plus the dirty little secret to biotech investing. #biotech
Many Investors Overlook Major Breakthroughs in Biotechnology Today, I’ll tell you about the most exciting biotech breakthroughs—plus the dirty little secret to biotech investing. #biotech
Neuromarketing Explained: Why It’s Key to Your Marketing Strategy Neuromarketing: what it is, why it’s important, why it’s gaining momentum, and how it can be leveraged #advisors #marketing
Neuromarketing Explained: Why It’s Key to Your Marketing Strategy Neuromarketing: what it is, why it’s important, why it’s gaining momentum, and how it can be leveraged #advisors #marketing
Global Equities Flat After US Labor Market Boost In sterling terms, however, markets were up 1.6% as the pound retreated against a stronger dollar to $1.31 from its recent high of $1.34. #markets
Global Equities Flat After US Labor Market Boost In sterling terms, however, markets were up 1.6% as the pound retreated against a stronger dollar to $1.31 from its recent high of $1.34. #markets
Are Employment and CPI Reports That Important to Markets? These reports remain extremely critical for the Fed, but the media may be overstating their market importance. #markets
Are Employment and CPI Reports That Important to Markets? These reports remain extremely critical for the Fed, but the media may be overstating their market importance. #markets
Why Financial Advisors Hesitate to Trust Referrals So why don’t they trust referrals? Here is why: They don’t know how to predict them. #advisors #growth #referrals
Why Financial Advisors Hesitate to Trust Referrals So why don’t they trust referrals? Here is why: They don’t know how to predict them. #advisors #growth #referrals
Recession vs. Expansion: The Economic Battle Heating Up To tally up the scorecard in the early rounds of this recession fight and reveal who has the lead; the Recessionists or the Expansionists. Gloves up!
Recession vs. Expansion: The Economic Battle Heating Up To tally up the scorecard in the early rounds of this recession fight and reveal who has the lead; the Recessionists or the Expansionists. Gloves up!
