Economy & Markets
Have We Hit a Soft Patch, or Are We Marching to Recession?
By Jeffrey SchulzeThe positive trends that have driven up stocks are starting to show cracks.
August 05, 2019
Why Prospects Don't Make DecisionsHere's a look at what happens when sales almost close… then don't.
August 05, 2019
Are Active ETFs a Threat to Mutual Funds?New ETF structures bring some of the benefits of mutual funds with lower costs, but they aren't always the best choice.
August 01, 2019
Tell Clients About Sequence of Returns RiskThe author takes a hard look at Trish and Roberto, and finds that Roberto has problems.
August 01, 2019
3 Steps to Break Through a Growth PlateauFor advisory firms looking to expand their businesses, there are straightforward ways to reset expectations.
July 31, 2019
Is Investing in Cannabis a Conservative Move or a Risky One?Since federal laws draw a line for legal cannabis investing, is it a mundane investment or a risky alternative?
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