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This Will Send Stocks Soaring Higher

How Advisors Can Help Clients Deal With Geopolitical Volatility

Bond Market Noise Hides Tremendous Opportunity

Inflation Prompting Altered Spending Habits Among Gen Z

Oct 19, 2023 by Todd Shriber

Perhaps to the surprise of advisors, younger clients are proving responsible in the face of still elevated inflation. #inflation #GenZ

Oil To Surge Further if Biden Fails To Cool Tensions on Israel-Hamas

Oct 19, 2023 by Guest Contributor

Oil prices will surge further, impacting the global economy and investors, if US President Joe Biden fails to cool rising tensions in the Middle East. #oil

Quantum Technologies How To Prepare Your Organization for a Quantum Advantage Now

Oct 19, 2023 by Guest Contributor

Organizations must prepare for a quantum advantage as technological breakthroughs accelerate the timeline for quantum adoption. #fintech

30% Investors Have Retirement Regret: Investment Picks To Take the Hard Work Out of Pension Planning

Oct 19, 2023 by Guest Contributor

One in 10 retirees say they regret not looking more closely at their investments. #NCRetirementCenter

Decoding Market Signals: Charts, Stock-To-Bond Strength and More

Oct 19, 2023 by David B. Armstrong

Visuals can give us a bird’s eye view of relative strength in and among the capital markets, highlighting points of strength and weakness. #markets

Choosing Who To Let Down

Oct 18, 2023 by Jeff Gibbard

Then reality comes crashing in: the math isn’t mathing. The numbers don’t line up. At this moment, you have a choice. #time #choice #advisors

Elevating Your Conversational Game To Build True Partnerships with Mary Schmid

Oct 18, 2023 by ProudMouth

Mary introduces practical concepts like the Golden Minute for self-preparation and the Million Dollar Opener for setting the right tone in conversations.

What Are the Secrets To Retiring Happy, Healthy, and Free?

Oct 18, 2023 by Jeremy Keil

Join them to uncover the secrets to a retirement of self-discovery and personal fulfillment where you can live life to the fullest. #NCRetirementCenter

Crypto, NFTs, and Web3: A Guide for Beginners

Oct 18, 2023 by Guest Contributor

Let's get to work and solve the secrets of Web3, NFTs, and cryptography right away! #crypto #NFT #Web3

The Path to Leadership Is Shrouded in Misconceptions

Oct 18, 2023 by Nancy Fredericks

Are you prepared to unpack a bit of the ambiguity as we delve into four attitudes that might be hindering your progress? #leaders #advisors

Navigating Trust Deeds: Key Considerations for Financial Planning

Oct 18, 2023 by Guest Contributor

We'll delve into the world of trust deeds and provide insightful analysis to aid in your decision-making. #NCRetirementCenter

MCK: Is This S&P 500 Company a Buy, Sell, or Hold?

Oct 18, 2023 by Finscreener

A sign of a foundational crack in McCormick’s steady performance, or is it an unexpected opportunity for potential investors to buy at a lower price?

From the Magna Carta to Bitcoin: Tracing the Evolution of Human Rights

Oct 18, 2023 by Frank Holmes

If we fail to remain vigilant and take these rights for granted. #laws #rights #investing

Can Anyone Become the Amazon of Financial Advice?

Oct 18, 2023 by Jack Sharry

When clients needed us most—to know how to convert from working person to retiree—our industry failed them. #advisors #future

Consequences Are Always Unintended

Oct 18, 2023 by Lance Roberts

Unsurprisingly, the consequences of emotional biases are the most negative at market peaks and troughs. #markets #emotions

The 7 Questions To Ask Yourself About Your Advisory

Oct 18, 2023 by Grant Hicks

Elite financial advisors know the value of deep questions. Here are some deeper practice management questions to ask you about your practice. #advisors

Workplace Conflict: Why It’s So Tricky Now and What To Do About It

Oct 18, 2023 by Karin Hurt

Has all the rapid change led to more workplace conflict? Is conflict wearing us all down? At what cost? #conflict #advisors

Why Inheriting the Family Home Can Be a Bad Idea

Oct 18, 2023 by Rick Kahler

As a former real estate agent and an investor in real property, I can think of worse things than real estate to leave your kids—such as nothing.#home

The Future Is a Synthesis: Finding a Framework for Your Advisor Technology

Oct 18, 2023 by Jud Mackrill

Wish that your firm can achieve your vision with a couple of software choices, more and more advisory firms are changing their posture on technology. #tech

Uncertainty in Emerging Markets with Michael Cirami

Oct 18, 2023 by Philip Chao

Discuss the emerging bond landscape and what kind of opportunities are available in today's uncertain global economy. #bonds #economy

You Don’t Need a Successor or a Retirement Date To Start Preparing for Your Exit

Oct 18, 2023 by Christine Timms

A lot can be done before choosing a successor or a retirement date that will also help the current focus of your practice. #exit #advisors

The Power of Truth

Oct 17, 2023 by Ayelet Baron

The power of truth serves as our guiding light in a world where lies and hatred can easily steer us off course. #truth #lies

Time in the Market, Not Timing the Market

Oct 17, 2023 by Lincoln Financial Group

This chart shows rolling returns of the S&P 500 index, as well as an 80/20 and 60/40 portfolio of U.S. stocks 10.9% and core bonds

The Impact of Being Out of the Market

Oct 17, 2023 by J.P. Morgan Asset Management

Missing the best days can be costly, while avoiding the worst days can be beneficial. #markets #investing #investors

The Roadmap to Growth: Scaling for Wealth and Asset Managers

Oct 17, 2023 by Guest Contributor

A roadmap is essential for wealth and asset management professionals who want to scale business–not to mention revenue. #business #advisors

Your Response to Volatility Matters

Oct 17, 2023 by Lincoln Financial Group

This chart shows how four different investors may have responded to the market volatility during the 2008 Financial Crisis. #investing

The Abilene Paradox and the Dangers of Assuming People Agree With You

Oct 17, 2023 by Paul Taylor

Organisations frequently take actions in contradiction to what they really want to do, and defeat the very purposes they are trying to achieve. #paradox

The Value of Diversification

Oct 17, 2023 by Lincoln Financial Group

This chart shows return, volatility, and risk- adjusted return statistics for four hypothetical portfolio mixes. #diversification #investing

Corporate Accounting: Navigating the Financial Labyrinths of Business

Oct 17, 2023 by Guest Contributor

They work to paint an accurate picture of a company's financial health to inform strategic decisions. #accounting #business #advisors

Testing Assumptions Can Result in Better Decisions

Oct 17, 2023 by Dr. Bert Shlensky

Clinging to faulty data and being too stubborn to accept change cannot be cured buy a bowl of chicken soup, however tasty it may be. #advisors

The Customer Is NOT Always Right – Again!

Oct 17, 2023 by Shep Hyken

I’ve said it before – I don’t agree with the saying that the customer is always right. #advisors #CX

High Stakes for Joe Biden’s Trip to the Mideast

Oct 17, 2023 by Greg Valliere

If Biden returns from the Mideast without any tangible progress, with a war raging in Gaza, his critics will pounce. #mideast #biden

Scary Sights Ahead for Gold

Oct 17, 2023 by Alex Demolitor

While the recent Israel-Hamas turmoil helped boost the yellow metal, the domestic fundamental outlook is much less supportive. #markets #gold #silver

Forget Cashless as Cash Is the Only Payment System That Works

Oct 17, 2023 by Chris Skinner

Why would a bank want access to a TPP’s data some might ask. Answer: data enrichment, so yes, that caveat is quite important. #cash

3 Important Rules for Financial Advisor Success

Oct 17, 2023 by Joseph Lukacs

How can one assess the likelihood for an advisor to succeed beyond the 2 to 5-year mark? #advisors #success #growth

Going From Nobody to Somebody: Who Do You Need to Know

Oct 17, 2023 by Bryce Sanders

People get involved with nonprofits for plenty of reasons. A major reason is giving back to the community. #business #growth

Assessing the Potential Impact of the New War on Oil Prices

Oct 17, 2023 by Guest Contributor

It is possible the U.S. might be prompted to support a close ally in Israel and reverse course on sanction leniency with Iran. #oil #Isreal #Iran

How To Create Financial Advisor Marketing Campaigns

Oct 17, 2023 by FMG

We’ll be covering how to start planning your campaign and what types of financial marketing campaigns work best for advisors. #advisors #marketing

Gold Price To Top After the Military Operation Starts

Oct 17, 2023 by Golden Meadow

Situation in the Middle East is getting worse, and we’re likely moments away from a full-blown military operation. #gold

Seeking Balance in Sustainable Multi-Asset Investing

Oct 17, 2023 by Alliance Bernstein

A multi-asset approach to sustainable investing brings a broad and more balanced palette to paint with. #ESG #advisors

The Value of GETTING Good Advice

Oct 17, 2023 by Tony Vidler

In this weeks video we discuss the basics of how an advisory board can be constructed, and the value of getting good advice. #advisors #advice

Rolling Returns: A Way To Get More Out of Analyzing Investments

Oct 17, 2023 by Rob Isbitts

From 2010 through 2022, there were hardly any 1-year periods where the S&P 500 didn’t make a profit. #stocks #investments

The Wisdom of Crowds vs. Popular Delusions

Oct 16, 2023 by Michelle Gessner

Which is it? Are crowds wise or delusional? It helps to understand why the answer is yes, to both, and why both have shaped our investment recommendations.

The Hidden Cost of Wasted Time

Oct 16, 2023 by Brett Davidson

We’ve all found ourselves doing tasks that apparently no one else can do. Except someone else could do them. #time #management

Paying Yourself First: The Ultimate Budgeting Tactic

Oct 16, 2023 by Nicholas Stuller

We’ll delve into why paying yourself first is the number one budgeting tactic that everyone should adhere to. #budgets #saving

Are You Stressed About Planning for Your Retirement?

Oct 16, 2023 by David Koren

Actionable investment and retirement strategies designed to ease your anxieties. #NCRetirementCenter

The Role of Financial Literacy in Preparing Rising Generations To Be Stewards of Family Wealth

Oct 16, 2023 by Richard Dri

Many parents are concerned about how prepared their adult children are for inheriting the family’s wealth. #childs #money

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