A recap of the 2023 market, including data from Russell Investments The 3 most common mistakes people make regarding the market What potential opportunities to…

What might the future economy look like for the US? Will government spending ramp up inflation? Should we be skittish about tapping into the markets?

It’s written in the new tax code that taxes will rise in 2026. If your clients and prospects aren’t preparing now or don’t understand the…

It doesn’t matter who’s in office in Washington. The debt-to-GDP is rapidly growing, and there’s talks of the debt ceiling being raised. This may have…

In your line of work, you know how emotions can drive people to make decisions that may not be best for them. No matter how…

Clients and prospects tuning in to an episode about the economy are more likely to be the types of people that come running to you…

Seeing what trends appear in the market, as well as what might have caused them, is difficult for the average consumer to grasp onto. Chief…

While the majority of your clients may likely be natural-born US citizens, there are many hundreds of thousands of immigrants who have come to this…

The financial industry has seen some changes in recent decades, and you may be struggling to make a meaningful impact on your clients because of…

It’s one thing to make a financial plan with your clients, but it’s another thing to make sure that plans stay up to date with…

While the majority of your clients may likely be natural-born US citizens, there are many hundreds of thousands of immigrants who have come to this…

Clients getting sick of talking about covid? Most people are, but paying attention to the economic trends will be important to those with investments. We…