Further Thoughts On Trade Policy
Trump, Tariffs and Trade: Three Takeaways for Investors
Why Active Management Failed…and Didn’t
Why Financial Statements Don’t Work for Highly Innovative Companies
S&P 500 Snapshot: Down 1.24% from Last Week, Rising Trade Tensions
Baby Boomer Employment Across Time
Millennials and the Labor Force: A Look at the Trends
Trends in the Teenage Workforce Update
Gundlach Disagrees with Mnuchin and Powell
On inflation and Fed policy, Jeffrey Gundlach disagreed with comments made by Treasury Secretary Steven Mnuchin and Fed Chairman Jerome Powell. But Gundlach’s views were in line with the consensus on those key issues – inflation will not spike dramatically higher and the Fed will continue with its planned rate hikes.
The Relationship between Economic Growth and Stock Returns
Economic theory posits that investors require high expected returns when cyclical consumption is low in economic contractions and low expected returns when cyclical consumption is high in economic expansions. New research is consistent with that theory.
The Laws of Economics Still Apply to Amazon
A big part of Amazon’s success came from not being taken seriously by its competition. But now, fear of Amazon has reached paranoia levels. The laws of economics, however, still apply to Amazon’s announced health care venture.
A Path Forward for the CFP Board
How to Conduct Effective Staff and Team Meetings
Five Advisor Analogies That Are as Tired as the Mother of a Newborn Baby
A Ground-Breaking Path to Differentiation
The Characteristics that Make a Great Leader
A New Platform that Offers Insurance Products to Fee-Only Advisors
How Advisor Groupthink Will Destroy Wealth
A Comprehensive Strategy to Reduce Black Swan Risk
How a Volatile Stock Market Turns Investors into Gamblers
Growth Through Acquisitions: An Alternative Route
Most advisors don’t see mergers & acquisitions as important parts of their overall growth strategy, but among advisors who have been through the M&A process, 91% agree that the deals have been beneficial to their practice. Learn more about using M&A as a growth strategy for your practice in this new infographic.
Five Transition Tips for Advisors Making a Move
Five key transition tips from advisors who have made the move to a new practice, to ensure the process is seamless for both you and your clients.
Turn Business Benchmarking into Business Growth
Measuring your business performance is the first step. The next step: Dealing with the results. Learn some helpful ways to take action after you benchmark.
Five Steps for Setting Business Goals
Advisors know that building and growing their business requires setting goals. For some, though, setting goals poses considerable challenges. Follow these five steps to set the goals that will help you succeed.