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Friday, April 19, 2024

FA Magazine 2024 Independent Broker-Dealer Survey: The IBD Universe And Its Systemic Evolution APRIL 4, 2024 • ERIC RASMUSSEN There’s a concept in evolution called “punctuated equilibrium,” when long periods of stability and slow...

Monday, January 15, 2024

https://www.barrons.com/advisor/articles/how-ai-can-make-you-a-video-star-at-least-with-your-clients-cef80ac5 How AI Can Make You a Video Star (at Least With Your Clients) By Tom Taulli Aug. 17, 2023 2:42 pm ET Ryan Salah, a...

Friday, January 12, 2024

https://www.financial-planning.com/list/5-ways-advisors-can-thank-clients-with-gifts-and-gratitude 5 ways advisors can cement client relationships with gifts and gratitude By VictoriaZhuang    November 22, 2023...

Friday, January 12, 2024

https://www.financial-planning.com/list/ask-an-advisor-im-having-a-baby-how-should-i-financially-prepare Ask an advisor: I'm having a baby. How should I financially prepare? By Nathan Place     January 4...

Thursday, January 11, 2024

https://www.cnbc.com/2023/08/17/the-tried-and-true-60/40-portfolio-is-making-a-comeback-this-year.html The tried and true 60/40 portfolio is making a comeback this year after cratering in 2022 PUBLISHED THU, AUG 17 20231 : 12 PM...

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Thursday, January 11, 2024

WEALTHMANAGEMENT  This simple move could be worth millions for wealth management firms By Victoria Zhuang    July 07, 2023, 6:47 p.m. EDT    "People are interested in what I would...

Thursday, July 6, 2023

Check out this informative article regarding IRA's with quotes from one of our lead advisors, Ryan Salah, CFP®, CPWA®Most Advisors Planned for Student Loan Payments, Despite Biden PlanPersonal feelings aside, most advisors...

Tuesday, June 13, 2023

Preserving Your Purchasing Power: 5 Ways to Beat Inflation in 2023Inflation is a continuous concern for individuals looking to protect their hard-earned money. In 2023, it becomes even more crucial to safeguard your finances against...

Wednesday, May 10, 2023

The United States government is currently facing a major economic challenge: the debt limit. What is it, and what does it mean for the country's finances?The debt limit, also known as the debt ceiling, is a cap on the amount of money...

Tuesday, May 2, 2023

Check out this informative article regarding IRA's with quotes from one of our lead advisors, Ryan Salah, CFP®, CPWA®The 'holy grail' of investing accountsThe ‘holy grail’ of investing accounts: How IRAs...

Tuesday, March 7, 2023

Artificial Intelligence (AI) has revolutionized the world, bringing numerous benefits to society. One of the most significant advantages of AI is its ability to automate repetitive and mundane tasks, freeing up time for humans to focus...

Friday, January 6, 2023

The herd mentality in investing refers to the tendency for individuals to follow the crowd and make investment decisions based on what others are doing, rather than doing their own research and analysis. This can lead to poor...