Here is my “5M” approach that deepens client relationships, stimulates new referrals and attracts new prospects during volatile markets.
There’s an incredible paradox in wealth management: Successful advisors help clients plan for retirement. But many of those same advisors lack a solid retirement plan for themselves.
I typically read about successors who came in and they didn’t know as much as or were less capable than the original founder. In our case we prefer the son to his dad.
PepsiCo (PEP) is a Dividend Aristocrat, Champion and blue-chip stalwart that has increased its dividend for 46 consecutive years. Therefore, it should be no surprise that just as we saw with Procter & Gamble in part 5, this blue-chip stalwart has traditionally commanded a higher valuation (earnings multiple) than the average stock.
We've added a new weekly update that tracks the three largest cryptocurrencies by market share: bitcoin, Ether, and Ripple.
Over the long haul the two series offer a compelling study of trends in residential real estate. Here is an overlay of the two series since the 1959 inception of the Starts data and the Permits data, which began being tracked a year later. The monthly data points are preserved as faint dots. The trends are illustrated with 6-month moving averages of data divided by the Census Bureau's mid-month population estimates.
Every advisor falls into these five social media profiles. Which one are you?
This morning's release of the May Existing-Home Sales decreased from the previous month to a seasonally adjusted annual rate of 5.43 million units. The Investing.com consensus was for 5.52 million. The latest number represents a 0.4% decrease from the previous month and a 3.0% decrease year-over-year.
The opposite of populist nationalism is not globalist elitism; it is economic realism. And in the end, countries such as Britain, the United States, and now Italy will learn the hard way that reality always eventually wins.
Especially for those of us who are artistically challenged, stock photos are the bomb. But there’s a trap to beware of, lest those photo bombs backfire on you.