
Where is the United States headed?
August 21, 2023What might the future economy look like for the US? Will government spending ramp up inflation? Should we be skittish about tapping into the markets?

32 trillion in debt
July 17, 2023It’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…

We the people
June 26, 2023It 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…

Leave your emotions at the door
June 12, 2023In your line of work, you know how emotions can drive people to make decisions that may not be best for them. No matter how…

Preparing for economic changes
March 20, 2023Clients and prospects tuning in to an episode about the economy are more likely to be the types of people that come running to you…

Understanding inflation
February 13, 2023Seeing what trends appear in the market, as well as what might have caused them, is difficult for the average consumer to grasp onto. Chief…

The immigrant experience
April 1, 2022While 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 future of financial services
February 21, 2022The financial industry has seen some changes in recent decades, and you may be struggling to make a meaningful impact on your clients because of…

Keeping things current
February 14, 2022It’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…

The immigrant experience
January 31, 2022While 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…

What in the world
October 25, 2021Clients getting sick of talking about covid? Most people are, but paying attention to the economic trends will be important to those with investments. We…

Adjusting your approach
July 5, 2021Your clients may not be masters of history and current events, but what’s happening in the world can drastically affect their financial wellbeing. Richard Maybury,…