Rising interest rates lower valuations while rising sentiment increases them. With earnings growth offline, these two factors alone hold sway. #markets
That trait offered by ETFs has held true across the three-plus the products have been available in the U.S. and it was on display again this year. #ETF
Power of financial advisor podcasts, and reveals how podcasting has helped her acquire more ideal clients and bring great value to many listeners. #advisor
They have numbers and a plan in mind, but not on paper. They leave realizing their track is not the track the financial advisor is following. #advisors
In May 2021, the SEC revisited its stance, permitting financial advisors to integrate testimonials into their marketing strategies. #advisors #marketing
