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01
Feb

Will He See His Shadow?

February 2, 2019, is Groundhog Day! According to the legend, if the groundhog sees his shadow it means there will be six more weeks of winter; if he doesn’t see his shadow and early spring will be on the way!

12
Feb
30
Jan

Brrrrrrr! Surviving The Polar Vortex

Thanks to the Polar Vortex much of the U.S. is seeing record-breaking temps this week.  It’s currently colder in parts of the Midwest than it is in Antarctica and Alaska!

 

29
Jan

Port In A Storm: How To Help Clients During Volatile Times

Volatile markets and the inevitable feelings of uncertainty often lead investors to make irrational decisions. Once conditions stabilize investors are often left with feelings of regret.

25
Jan

What's In Store For ESG Investments In 2019?

ESG investments were once considered risky niche investments – but that’s no longer the case. They currently account for over $20 trillion of assets under management.

23
Jan

Top Secrets To Getting The Media Exposure You Deserve

Ever wonder how some savvy fund managers and financial planners win their places as the media's "darlings" -- frequently quoted in numerous mainstream magazines, and other important publications, often basking in the glow of the spotlight on a financial news channel segment?

18
Jan

Got Referrals?

Top tips for getting referrals from "Centers of Influence"

15
Jan

What's Ahead For ETFs In 2019?

Despite significant market turbulence in 2018, ETFs continued to grow in popularity and gain assets.

11
Jan

The More You Know - Best Investment Books

There are many investment books written each year. Without digging in and reading each and every one how do you know which ones are best?

08
Jan

What NOT To Say In 2019

They don’t always make sense, but somehow, certain words or phrases always become popular and are often over-used.

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