Viewpoints Have The Rules of Financial Planning Changed Forever? Confidence Is Exactly What We Need Right Now PPP Loans and Public Shaming Indifference Towards Truth: Rebuilding Trust In a Post Lockdown World If ever there was a time for critical thinking to make a comeback it’s right about now. #innovation #ideas #imagination When You Are Forced to Own the Loser Stocks Investors using an S&P 500 ETF to index have no choice but to own 250 COVID “loser” stocks. #stockmarket #financialadvisors Applying for Loan Forgiveness Under the Paycheck Protection Program The SBA recently released this application to obtain loan forgiveness for funds received under the Paycheck Protection Program. #PPP #economy How Not to Follow the Crowd This is the time to build become stronger in our alignment and ability to become aware of what’s possible. #leader #entrepreneurs #success Living the New Normal in Financial Advising So how do you act like nothing has changed when everything has changed? #finance #investing #financialadvisors #planning What’s the Difference Between a Clerk and a Fiduciary? As we move forward, the financial services industry won’t be developing prudent fiduciaries and leaders…we’ll be managing clerks. We’ll Be Stronger When This Is Over While we’re not back to “business as usual,” we are starting to see business reopen and adapt to a new normal. #futureofwork #business Prepare for the New Normal—Whatever it May Be Take time off from dwelling on the possibilities and look at where you can make a real difference in your own financial security. #finance What If Investment Returns Don’t Matter That Much? Trying to maximize investment returns isn’t sustainable. Plan, invest, sit tight, and adjust based on new reality. #investing #finance Recent Bad Advice from "Experts" Not all investment guidance is created equal, and neither are the people who dispense it. #financialadvisors #advice #stockmarket This Is What Hungry People Do for Success What separates the individual who has a rewarding career from those that merely show up for work every day and leave unsatisfied? #leadership To Improve Your Resilience, Take Time to Improve Your Supply Chain One of the big issues interfering with the ability for the country to manage COVID-19 has been the disruption in the supply chain. Averages Are Misleading and Dangerous to Investors Without a deep understanding of biases using averages incorrectly may be part of the reason investors do so poorly. #investing #financialadvisors Buying or Selling Your Home in COVID-19 Economic Uncertainty What is reasonable to expect from the real estate market during the COVID-19 pandemic? #realestate #investing #personalfinance Don’t Be an “Investi-Guesser” Sound investing needs to be grounded in facts and probabilities – and those are in short supply right now. #investing #stockmarket Economic Gravity: A Disconnect From Market to Main Street Economic Gravity is a disconnect from market to main street. April has proven to defy gravity. #finance #economy #stockmarket What Can We Learn About Investing From the Coronavirus? There are some lessons about investing lurking in the underbrush surrounding the coronavirus. #financialadvisors #wealth #investment Death By Zoom: Have We Failed The Mass Home Working Experiment? One of the few positives of the pandemic lockdown was the opportunity to reset the way in which we spend our working day. #futureofwork Annuity Costs Decoded Knowing the most common annuity fee types will help you evaluate products and ask the right questions. #annuities #financialadvisors Blockchain To Transform the Mobile Phone Industry IGWT Block is launching a blockchain platform that will enable every buyer and seller to access detailed data about the devices they are trading Demand for Financial Advice Surges 24% as Priorities Shift in New Era With these shifts impacting people’s finances, the majority of our new clients are seeking advice. #financialadvisors #finance Why This Stock Market Correction Was Overdue Lockdowns are now starting to be relaxed and this should feed through to a bounce in growth in the third quarter. #stockmarket 4 Simple Reasons Customer Service Needs a Do-Over I’m really tired of hearing, reading and seeing claims organizations make about the customer service they provide. #service #business The Generational Digital Divide – And Bad Habits – Is Closing Americans aged 65 and over spend nearly ten hours a day consuming media on their televisions, computers and smartphones. #retirement Is “Do Nothing” Just Lazy Financial Advice? Do financial advisors have a plan to help clients take advantage of volatility to buy low? #financialadvisors #stockmarket Opportunity Zones: Is the Juice Worth the Squeeze? When it comes to O-Zone, tax breaks are the headliner, but the actual underlying investment shouldn’t be overlooked. #financialadvisor Is Your Portfolio at Risk From State Bankruptcy? Here are some quick facts about state bankruptcy that may help reduce any anxiety you might feel. #financialadvisors #bankruptcy Captive Insurance Agents vs Independent Agents: Mistakes to Avoid The difference between a captive and an independent life insurance agent. Knowing the differences can save you time and money. #insurance ESG: The Latest Incarnation of Marketing-Led Investment Strategies Any investor with an interest in owning sustainable businesses must recognise that company boards have broader responsibilities. #ESG Investing Is Hard for People Who Get Bored Easily Having patience and discipline in the stock market is hard and boring, but this is also a great time to learn. #financialadvisors #stockmarket Minding Your Line for a Better Tomorrow Noticing, naming, and accepting your state of mind. It’s the first step on the journey toward reframing your mindset and creating resilience Are You Still on Track to Create a Sustainable Financial Future? Planning for your eventual retirement is totally different than anything else due to the number of unknowns. #retirement #planning #future Active Management Should Be Used Selectively Our point is not to denigrate active management. But building portfolios is about seeking higher risk-adjusted returns at a lower cost. How to Become a Successful Financial Advisor as a Second Career This is for all you career-switchers, and those considering a career change move into financial advisory services. #financialadvisors How Investors Can Respond When Plans Change A financial plan is a living, breathing document and that it will change often. #financialadvisors #planning #travel #success You’ve Heard of the Prenup. What About a No-Nup? There are a few ways of thinking about how you spend money together while in a relationship. #financialadvisor #finance The Organizations That Will Emerge Stronger From This Crisis The organisations that emerge stronger from this crisis will be ones who moved to seeing themselves as equal partners with communities. Stepping up to a Sustainable Future, Post COVID-19 Coupled with the right economic stimulus packages we may be able to lay the building blocks for a sustainable future. #economy Important Life Lessons from a Covid-19 Victim: My Grandmother Remember to love, laugh, stay tough, take the hard truths, family, and ONE glass of wine. #family #gratitude #grandma Changing How We Respond to People with Dementia Understanding dementia sheds light on the value of treating everyone - parents, families and caregivers with compassion and grace. The Problem With Financial Predictions Fife is all about unexpected occurrences. When life inevitably throws us a curveball, the outcome is often different than the prediction. #investing The Six Deadly Sins of Institutional Money Management Six behavioural constraints impairing institutional money managers’ execution of a sound long term investment programme. #investing Why Advisors Need to Appreciate Their Clients’ Situation Outside Analytical Assessments Financial advisors should become better prepared to have conversations focused less on market performance. #planning Scarcity Is Playing a Big Role in Our Lives Right Now When we are experiencing scarcity in one part of our lives - be it time, money, social, spiritual, physical. #scoialscarcity #socialdistancing 7 Micro Movements That Will Prime You for a New Money Mindset Financial micro movements will bring on some pain at first, but keep practicing and repeating the exercises until you establish competence. Investing through Corrections A time of crisis reminds us that we probably could have done more to create a lasting portfolio for longer-term needs. #stockmarket #investments This Is the Surprising Legacy COVID Will Leave Here are six remnants of COVID that I believe will influence us as we move forward and will be indelibly etched in our society forever. #COVID19 Trending The Power of Holistic Financial Planning Real Estate Investing in the Age of Covid-19 Trade Tensions Take Their Toll What Are Clients Interested in Learning About Right Now? Visa’s Fast Track Program Taps Into $185 Trillion Market Do Buffer ETFs Belong in Your Portfolio? ESG Funds Remain Relative Safe Havens in Coronavirus Downturn Have The Rules of Financial Planning Changed Forever? Investor Confidence Nudges Upward COVID-19’s Continued Impact on the U.S. Economy: Our Predictions 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99
Indifference Towards Truth: Rebuilding Trust In a Post Lockdown World If ever there was a time for critical thinking to make a comeback it’s right about now. #innovation #ideas #imagination
Indifference Towards Truth: Rebuilding Trust In a Post Lockdown World If ever there was a time for critical thinking to make a comeback it’s right about now. #innovation #ideas #imagination
When You Are Forced to Own the Loser Stocks Investors using an S&P 500 ETF to index have no choice but to own 250 COVID “loser” stocks. #stockmarket #financialadvisors
When You Are Forced to Own the Loser Stocks Investors using an S&P 500 ETF to index have no choice but to own 250 COVID “loser” stocks. #stockmarket #financialadvisors
Applying for Loan Forgiveness Under the Paycheck Protection Program The SBA recently released this application to obtain loan forgiveness for funds received under the Paycheck Protection Program. #PPP #economy
Applying for Loan Forgiveness Under the Paycheck Protection Program The SBA recently released this application to obtain loan forgiveness for funds received under the Paycheck Protection Program. #PPP #economy
How Not to Follow the Crowd This is the time to build become stronger in our alignment and ability to become aware of what’s possible. #leader #entrepreneurs #success
How Not to Follow the Crowd This is the time to build become stronger in our alignment and ability to become aware of what’s possible. #leader #entrepreneurs #success
Living the New Normal in Financial Advising So how do you act like nothing has changed when everything has changed? #finance #investing #financialadvisors #planning
Living the New Normal in Financial Advising So how do you act like nothing has changed when everything has changed? #finance #investing #financialadvisors #planning
What’s the Difference Between a Clerk and a Fiduciary? As we move forward, the financial services industry won’t be developing prudent fiduciaries and leaders…we’ll be managing clerks.
What’s the Difference Between a Clerk and a Fiduciary? As we move forward, the financial services industry won’t be developing prudent fiduciaries and leaders…we’ll be managing clerks.
We’ll Be Stronger When This Is Over While we’re not back to “business as usual,” we are starting to see business reopen and adapt to a new normal. #futureofwork #business
We’ll Be Stronger When This Is Over While we’re not back to “business as usual,” we are starting to see business reopen and adapt to a new normal. #futureofwork #business
Prepare for the New Normal—Whatever it May Be Take time off from dwelling on the possibilities and look at where you can make a real difference in your own financial security. #finance
Prepare for the New Normal—Whatever it May Be Take time off from dwelling on the possibilities and look at where you can make a real difference in your own financial security. #finance
What If Investment Returns Don’t Matter That Much? Trying to maximize investment returns isn’t sustainable. Plan, invest, sit tight, and adjust based on new reality. #investing #finance
What If Investment Returns Don’t Matter That Much? Trying to maximize investment returns isn’t sustainable. Plan, invest, sit tight, and adjust based on new reality. #investing #finance
Recent Bad Advice from "Experts" Not all investment guidance is created equal, and neither are the people who dispense it. #financialadvisors #advice #stockmarket
Recent Bad Advice from "Experts" Not all investment guidance is created equal, and neither are the people who dispense it. #financialadvisors #advice #stockmarket
This Is What Hungry People Do for Success What separates the individual who has a rewarding career from those that merely show up for work every day and leave unsatisfied? #leadership
This Is What Hungry People Do for Success What separates the individual who has a rewarding career from those that merely show up for work every day and leave unsatisfied? #leadership
To Improve Your Resilience, Take Time to Improve Your Supply Chain One of the big issues interfering with the ability for the country to manage COVID-19 has been the disruption in the supply chain.
To Improve Your Resilience, Take Time to Improve Your Supply Chain One of the big issues interfering with the ability for the country to manage COVID-19 has been the disruption in the supply chain.
Averages Are Misleading and Dangerous to Investors Without a deep understanding of biases using averages incorrectly may be part of the reason investors do so poorly. #investing #financialadvisors
Averages Are Misleading and Dangerous to Investors Without a deep understanding of biases using averages incorrectly may be part of the reason investors do so poorly. #investing #financialadvisors
Buying or Selling Your Home in COVID-19 Economic Uncertainty What is reasonable to expect from the real estate market during the COVID-19 pandemic? #realestate #investing #personalfinance
Buying or Selling Your Home in COVID-19 Economic Uncertainty What is reasonable to expect from the real estate market during the COVID-19 pandemic? #realestate #investing #personalfinance
Don’t Be an “Investi-Guesser” Sound investing needs to be grounded in facts and probabilities – and those are in short supply right now. #investing #stockmarket
Don’t Be an “Investi-Guesser” Sound investing needs to be grounded in facts and probabilities – and those are in short supply right now. #investing #stockmarket
Economic Gravity: A Disconnect From Market to Main Street Economic Gravity is a disconnect from market to main street. April has proven to defy gravity. #finance #economy #stockmarket
Economic Gravity: A Disconnect From Market to Main Street Economic Gravity is a disconnect from market to main street. April has proven to defy gravity. #finance #economy #stockmarket
What Can We Learn About Investing From the Coronavirus? There are some lessons about investing lurking in the underbrush surrounding the coronavirus. #financialadvisors #wealth #investment
What Can We Learn About Investing From the Coronavirus? There are some lessons about investing lurking in the underbrush surrounding the coronavirus. #financialadvisors #wealth #investment
Death By Zoom: Have We Failed The Mass Home Working Experiment? One of the few positives of the pandemic lockdown was the opportunity to reset the way in which we spend our working day. #futureofwork
Death By Zoom: Have We Failed The Mass Home Working Experiment? One of the few positives of the pandemic lockdown was the opportunity to reset the way in which we spend our working day. #futureofwork
Annuity Costs Decoded Knowing the most common annuity fee types will help you evaluate products and ask the right questions. #annuities #financialadvisors
Annuity Costs Decoded Knowing the most common annuity fee types will help you evaluate products and ask the right questions. #annuities #financialadvisors
Blockchain To Transform the Mobile Phone Industry IGWT Block is launching a blockchain platform that will enable every buyer and seller to access detailed data about the devices they are trading
Blockchain To Transform the Mobile Phone Industry IGWT Block is launching a blockchain platform that will enable every buyer and seller to access detailed data about the devices they are trading
Demand for Financial Advice Surges 24% as Priorities Shift in New Era With these shifts impacting people’s finances, the majority of our new clients are seeking advice. #financialadvisors #finance
Demand for Financial Advice Surges 24% as Priorities Shift in New Era With these shifts impacting people’s finances, the majority of our new clients are seeking advice. #financialadvisors #finance
Why This Stock Market Correction Was Overdue Lockdowns are now starting to be relaxed and this should feed through to a bounce in growth in the third quarter. #stockmarket
Why This Stock Market Correction Was Overdue Lockdowns are now starting to be relaxed and this should feed through to a bounce in growth in the third quarter. #stockmarket
4 Simple Reasons Customer Service Needs a Do-Over I’m really tired of hearing, reading and seeing claims organizations make about the customer service they provide. #service #business
4 Simple Reasons Customer Service Needs a Do-Over I’m really tired of hearing, reading and seeing claims organizations make about the customer service they provide. #service #business
The Generational Digital Divide – And Bad Habits – Is Closing Americans aged 65 and over spend nearly ten hours a day consuming media on their televisions, computers and smartphones. #retirement
The Generational Digital Divide – And Bad Habits – Is Closing Americans aged 65 and over spend nearly ten hours a day consuming media on their televisions, computers and smartphones. #retirement
Is “Do Nothing” Just Lazy Financial Advice? Do financial advisors have a plan to help clients take advantage of volatility to buy low? #financialadvisors #stockmarket
Is “Do Nothing” Just Lazy Financial Advice? Do financial advisors have a plan to help clients take advantage of volatility to buy low? #financialadvisors #stockmarket
Opportunity Zones: Is the Juice Worth the Squeeze? When it comes to O-Zone, tax breaks are the headliner, but the actual underlying investment shouldn’t be overlooked. #financialadvisor
Opportunity Zones: Is the Juice Worth the Squeeze? When it comes to O-Zone, tax breaks are the headliner, but the actual underlying investment shouldn’t be overlooked. #financialadvisor
Is Your Portfolio at Risk From State Bankruptcy? Here are some quick facts about state bankruptcy that may help reduce any anxiety you might feel. #financialadvisors #bankruptcy
Is Your Portfolio at Risk From State Bankruptcy? Here are some quick facts about state bankruptcy that may help reduce any anxiety you might feel. #financialadvisors #bankruptcy
Captive Insurance Agents vs Independent Agents: Mistakes to Avoid The difference between a captive and an independent life insurance agent. Knowing the differences can save you time and money. #insurance
Captive Insurance Agents vs Independent Agents: Mistakes to Avoid The difference between a captive and an independent life insurance agent. Knowing the differences can save you time and money. #insurance
ESG: The Latest Incarnation of Marketing-Led Investment Strategies Any investor with an interest in owning sustainable businesses must recognise that company boards have broader responsibilities. #ESG
ESG: The Latest Incarnation of Marketing-Led Investment Strategies Any investor with an interest in owning sustainable businesses must recognise that company boards have broader responsibilities. #ESG
Investing Is Hard for People Who Get Bored Easily Having patience and discipline in the stock market is hard and boring, but this is also a great time to learn. #financialadvisors #stockmarket
Investing Is Hard for People Who Get Bored Easily Having patience and discipline in the stock market is hard and boring, but this is also a great time to learn. #financialadvisors #stockmarket
Minding Your Line for a Better Tomorrow Noticing, naming, and accepting your state of mind. It’s the first step on the journey toward reframing your mindset and creating resilience
Minding Your Line for a Better Tomorrow Noticing, naming, and accepting your state of mind. It’s the first step on the journey toward reframing your mindset and creating resilience
Are You Still on Track to Create a Sustainable Financial Future? Planning for your eventual retirement is totally different than anything else due to the number of unknowns. #retirement #planning #future
Are You Still on Track to Create a Sustainable Financial Future? Planning for your eventual retirement is totally different than anything else due to the number of unknowns. #retirement #planning #future
Active Management Should Be Used Selectively Our point is not to denigrate active management. But building portfolios is about seeking higher risk-adjusted returns at a lower cost.
Active Management Should Be Used Selectively Our point is not to denigrate active management. But building portfolios is about seeking higher risk-adjusted returns at a lower cost.
How to Become a Successful Financial Advisor as a Second Career This is for all you career-switchers, and those considering a career change move into financial advisory services. #financialadvisors
How to Become a Successful Financial Advisor as a Second Career This is for all you career-switchers, and those considering a career change move into financial advisory services. #financialadvisors
How Investors Can Respond When Plans Change A financial plan is a living, breathing document and that it will change often. #financialadvisors #planning #travel #success
How Investors Can Respond When Plans Change A financial plan is a living, breathing document and that it will change often. #financialadvisors #planning #travel #success
You’ve Heard of the Prenup. What About a No-Nup? There are a few ways of thinking about how you spend money together while in a relationship. #financialadvisor #finance
You’ve Heard of the Prenup. What About a No-Nup? There are a few ways of thinking about how you spend money together while in a relationship. #financialadvisor #finance
The Organizations That Will Emerge Stronger From This Crisis The organisations that emerge stronger from this crisis will be ones who moved to seeing themselves as equal partners with communities.
The Organizations That Will Emerge Stronger From This Crisis The organisations that emerge stronger from this crisis will be ones who moved to seeing themselves as equal partners with communities.
Stepping up to a Sustainable Future, Post COVID-19 Coupled with the right economic stimulus packages we may be able to lay the building blocks for a sustainable future. #economy
Stepping up to a Sustainable Future, Post COVID-19 Coupled with the right economic stimulus packages we may be able to lay the building blocks for a sustainable future. #economy
Important Life Lessons from a Covid-19 Victim: My Grandmother Remember to love, laugh, stay tough, take the hard truths, family, and ONE glass of wine. #family #gratitude #grandma
Important Life Lessons from a Covid-19 Victim: My Grandmother Remember to love, laugh, stay tough, take the hard truths, family, and ONE glass of wine. #family #gratitude #grandma
Changing How We Respond to People with Dementia Understanding dementia sheds light on the value of treating everyone - parents, families and caregivers with compassion and grace.
Changing How We Respond to People with Dementia Understanding dementia sheds light on the value of treating everyone - parents, families and caregivers with compassion and grace.
The Problem With Financial Predictions Fife is all about unexpected occurrences. When life inevitably throws us a curveball, the outcome is often different than the prediction. #investing
The Problem With Financial Predictions Fife is all about unexpected occurrences. When life inevitably throws us a curveball, the outcome is often different than the prediction. #investing
The Six Deadly Sins of Institutional Money Management Six behavioural constraints impairing institutional money managers’ execution of a sound long term investment programme. #investing
The Six Deadly Sins of Institutional Money Management Six behavioural constraints impairing institutional money managers’ execution of a sound long term investment programme. #investing
Why Advisors Need to Appreciate Their Clients’ Situation Outside Analytical Assessments Financial advisors should become better prepared to have conversations focused less on market performance. #planning
Why Advisors Need to Appreciate Their Clients’ Situation Outside Analytical Assessments Financial advisors should become better prepared to have conversations focused less on market performance. #planning
Scarcity Is Playing a Big Role in Our Lives Right Now When we are experiencing scarcity in one part of our lives - be it time, money, social, spiritual, physical. #scoialscarcity #socialdistancing
Scarcity Is Playing a Big Role in Our Lives Right Now When we are experiencing scarcity in one part of our lives - be it time, money, social, spiritual, physical. #scoialscarcity #socialdistancing
7 Micro Movements That Will Prime You for a New Money Mindset Financial micro movements will bring on some pain at first, but keep practicing and repeating the exercises until you establish competence.
7 Micro Movements That Will Prime You for a New Money Mindset Financial micro movements will bring on some pain at first, but keep practicing and repeating the exercises until you establish competence.
Investing through Corrections A time of crisis reminds us that we probably could have done more to create a lasting portfolio for longer-term needs. #stockmarket #investments
Investing through Corrections A time of crisis reminds us that we probably could have done more to create a lasting portfolio for longer-term needs. #stockmarket #investments
This Is the Surprising Legacy COVID Will Leave Here are six remnants of COVID that I believe will influence us as we move forward and will be indelibly etched in our society forever. #COVID19
This Is the Surprising Legacy COVID Will Leave Here are six remnants of COVID that I believe will influence us as we move forward and will be indelibly etched in our society forever. #COVID19
