Thought Leaders

Investor-focused content is pivotal to resonating with current clients because it helps ensure that the advisor speaks directly to them, addresses their diverse needs, and helps guide their financial decisions.

Potential interest rates cuts, a softening labor market, geopolitical events and earnings mean nothing. A crazy guy with a gun and markets go crazy. Now I'm feeling older.

Friends, life is complicated these days. I'm somewhere between watching skateboarding cats on YouTube for comic relief, hoping fervently for civility and compassion in our country's highly overheated politics, and deeply caring about the content we create each week for our readers, which we have more of today...READ UP!

Since every investor has different financial objectives, risk appetites, and investment preferences, the starting point in acquiring them begins with imparting financial education.

Flashback; 1987. The stock market did almost exactly what is going on now. Everyday all through the summer the market edged higher and higher. No reason, it just did. Then, in October, wham, 25%-30% downside.

Friends, we hope you got some vacay time in last week. We're currently hunkered down for a heat dome here in Montana. Meanwhile, we're reminded that with all the ongoing chaos in markets and politics, your mantra should be "Don't Worry, Be Happy"...READ UP!!

Advisors have generally focused succession planning on the familiar: a white male business owner seeking a payout through an exit of some sort. However, there’s a significant shift in who’s wealthy.

The wealth industry has evolved, and free advisor marketing services and tools empower advisors with invaluable resources to attract more clients and retain existing ones.

Well, the second half of the year has begun. Is it all you had hoped for so far? The Fed didn't cut interest rates yet, but now they have fewer days remaining this year to do so. Hope springs eternal.

Friends, this week brings us the 4th of July and despite the truly bewildering politcal climate we're living in, I'm deeply grateful to be a citizen of this amazing country.  Wishing you and yours a wonderful 4th.....now onto all the most important news in digital wealth for this short week...