- Matthew D. Edward
Deep rooted relationships build client trust
Ten years after the Great Recession roiled world markets, financial advisors still find themselves facing an uphill battle when it comes to earning prospective investors’ trust.
Many financial planners hold negative views of robo-advisors and similarly impersonal methods of investing. That’s not true of Jon C. Mommaerts, a Certified Financial Planner® and president of
- Steven Selengut
Stock Market Corrections - Try Shopping At The Gap
A correction is a beautiful thing, simply the flip side of a rally, big or small. Theoretically, even technically I'm told, corrections adjust equity prices to their actual value or "support levels". In reality, it's much easier than that.
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May 13, 17:23 pm
Deep rooted relationships build client trust
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May 10, 21:12 pm
FINANCIALLY SPEAKING: Getting from Point A to Point B with Minimal Risk
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Apr 30, 11:59 am
Stock Market Corrections - Try Shopping At The Gap
- Jeremy Greenberg
4 Reasons Overworking Is Overrated
From an early age, many Americans are taught the value of hard work. The harder you work, our society reasons, the more successful and financially prosperous you will be.
- Vitaliy Katsenelson, CFA
What will the stock market do next?
I’ve been asked to comment on the most recent market decline. My initial reaction was, markets go up and they go down. America is a great country but the US Constitution doesn’t guarantee
Let’s say your organization is ready to further embrace diversity by committing resources to recruiting and retaining a more diverse talent pool.
- Steven Selengut
Understanding "Income Purpose" Investing
After 45 years of investing, I've come to the conclusion that the equity (or growth purpose) market is a far easier medium for investors to understand than the far safer, and generally less volatile,
The IRS is coming – eventually – for the money in your 401(K) or Traditional IRA. As a result, people who think they have $500,000 or $1 million stashed away for retirement will learn
Let’s say you’re a sports enthusiast. And, let’s also say that you like to invest in the stock market. You could blend your interests by investing in a stock like Madison Square
- Jude Scinta
Build It and They Will Come
G. Ward Keever Builds the Firm of His Dreams. “I bought my first stock when I was seven. My father set me up with a Janney Montgomery Scott brokerage account and
A company’s workers look to their leaders for answers, but sometimes those in charge are reluctant to take off their superhero mask and reveal they don’t have those answers. Instead, they’re
- Amy Armstrong
Financial Perspective of Women Gaining Ground
By the year 2030, two-thirds of the wealth in the United States will be controlled by women.
- Amy Armstrong
The Depth of True Investment Diversification
In the financial services world, diversification is generally defined as an investment strategy used to reduce risk and maximize return by allocating money among different financial categories,
To get the most out of their workforce, today’s business leaders may need to look at their own role – and their workers – a bit differently than leaders did decades ago.
- Steven Selengut
There's always been a cliff: 1987, 1999, 2007; there's always been year end "window dressing"
With interest rates stranded at historical lows for nine years now, the stock market side of Wall Street has benefited from a self-created image as the only game in town where reasonable
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