Sleepwalking with the 2019 Global Risk Report
The Global Risks Report 2019, published by the World Economic Forum, was released on January 15, 2019. It is the perfect report to read on a dreary winter afternoon and checks in at a light...Read More
Sunday, December 21, 2025
Blog Full With Both Sidebar
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9 Epic Content Marketing Implementation Points For Advisors Like You
Today I would like to review a great book that changed the way I approach marketing and in fact revolutionized our business. I am talking about Epic Content Marketing by Joe Pulizzi. Let me get...Read More
How Facebook Exploits You & What It Means For Your Portfolio
Facebook is not free. Essentially Facebook earns money by making you do work! Don’t believe me? Check out some of these headlines: Facebook’s making more money per user in North America than ever before Facebook...Read More
John Bogle – The Missing Narrative
RIP John Bogle – Warrior For The True Free Market John Bogle is dead at 89. Of course, every headline hails him as the founder of Vanguard group and a father of index investing. But...Read More
New Portfolio Crash Test Scenario: Hard Brexit
If the UK Government fails to approve the deal negotiated by PM May before March 29, 2019, that could trigger “Hard Brexit”. This would potentially cause severe short term (and even long term) market disruption...Read More
Case Study: How to Use Comparisons to Alert Complacent Plan Sponsors
Plan sponsors are busy people and generally busy people are actively looking for more things to do. So, it is understandable if a plan sponsor is so content with the current state of their 401k that they don’t welcome the task of dealing with a new advisor who is recommending changes.One of our advisors asked how we could help them get through to a plan sponsor that is resisting the notion that the plan needs changes?