I lack motivation to work with my staff and mentor or coach. Is this what happens to every advisor who has been doing this for a while?
Being rejected by someone you hoped to date leaves a painful memory, just as does losing a prospect who was a good fit for planning services. Here’s the powerful lesson that avoids losses – in both situations!
The Chicago Fed's National Activity Index, which we reported on this morning, is based on 85 economic indicators drawn from four broad categories of data:
This is the second week of a weekly poll series we will launch on our site. It takes one minute and once you submit your response you'll be taken to a page where you can see the results. Continue the conversation on the results page about why you chose your answer by clicking on "COMMENT ON" APViewpoint link.
Poll question: Which type of annuity are you most likely to recommend to a client?
This morning's release of the October Existing-Home Sales increased from the previous month to a seasonally adjusted annual rate of 5.48 million units. The Investing.com consensus was for 5.42 million. The latest number represents a 2.0% increase from the previous month and a 0.9% decrease year-over-year.
My recent travels took me to Eastern Europe, where I had the opportunity to meet with colleagues and discuss the latest developments in the region. I thought I’d invite Greg Konieczny, who is based in Romania, to share some of his insights.
The book is closing on third quarter earnings, which were stellar; but is it time to worry about a bar set too high in 2018?
Charles Merrill issued the aforementioned memo to clients on March 31, 1928. At the end of the first quarter in 1928 the D-J Industrial Average was around 240. It subsequently rose to a September 3, 1929 peak of 381.17, which was the price peak for the Industrials that would not be surpassed until 1954, not that we are predicting anything like that here.
Congressional Republican leaders are hungry for tax reform. The House bill passed. The Senate bill is under debate. But the two versions must be reconciled before final legislation lands on the president’s desk. It’s a lot to digest. Thankfully, we’ve compared the bills and assessed their likely effects on the municipal market.