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By Christopher Robbins I splurged recently. Wait a minute, let’s start over. I splurge all the time. I love going to record stores...

By Christopher Robbins A belated happy Independence Day! There’s nothing like...

Friends, this week we jump into a historical look at past financial crises and what has brought the current one to pass, we delve into how to communicate with Gen Z investors and learn some important tips for breakaway advisors to consider before they take the leap. READ UP!

By Christopher Robbins As an older Millennial, I love my technology.

By Christopher Robbins In this week’s Advisor Tech Talk column, we discussed how the...

Friends, if I could sum up the week in two words, it would be this - CONTROLLED CHAOS.  We're seeing it in markets, crypto, COVID (yet again) and we saw it this week as we put this newsletter together as well.  Yet in the end, the smart people adjust their game and transcend the chaos - in business and life. And we're here to help you navigate through it all. READ UP!

Volatility is keeping 2022 interesting, especially with some of the steep downside we’ve experienced over the last two...