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Marketing to Millennials Optimize your company’s website for the 21st Century Your website needs to support mobile and tablet users Tackle Twitter, Instagram, and Youtube Personalize your company’s brand Be charitable, socially, and environmentally conscious Don’t try and do it all We...

Case Studies Case Studies - Portfolio Crash Testing

Doing Custom Stress Tests with Options

Yon Perullo

26 Sep 2019

There are a few features in the new Portfolio Crash Testing Pro (PCT Pro) that allow an advisor to compare and contrast the outcomes of various portfolio allocations. Some of the most dramatic comparisons come from including assets that feature a non-linear...

Investing

Recession Deja Vu – No Smoke Without Fire

Colin Ward

12 Sep 2019

The Weakest Drop First How did this happen? We Lower Interest Rates and This is What We Get In Return? How large is the BBB Bond Market Banks haven’t failed us before, so there’s nothing to worry about…. Maybe BBB Ratings are...

Investing

Brexit Update – Boris Johnson Edition

Yon Perullo

09 Sep 2019

When I last wrote about Brexit, Theresa May was busy trying to get her hard-negotiated agreement for terms of Brexit passed through Parliament. As we all know, this failed, May no longer occupies 10 Downing Street, and the U.K. is up against...

Risk Management

Recession Deja Vu: Mortgagephobia

Colin Ward

02 Sep 2019

Why do we care about Housing? What goes up must come down? Look at Where We Are No equity in a college degree Why do we care about Housing? Property is the most expensive item most Americans will ever purchase. So, we...

Case Studies Case Studies - Larkspur Executive

How Retirement Advisors Can Easily Send Marketing Letters to Prospects

Gennady Prokofyev

28 Aug 2019

Advanced Search for Prospects Select a Plan Send Template Letters Track Your Email Activity Client Struggles: Many clients ask us about the best ways to prospect underperforming 401(k) plan sponsors. It can be a very tedious process. First, it’s not easy to...

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