Fed Playing Poker & Where Do We Go From Here with Housing?
Fed Reserve Chairman Powell delivered remarks confirming that there is "pain" ahead and"forceful" rates increases will not stop. We discuss the consequences of this for your client portfolio risk management.
Longer Life Impact on Retirement System
According to a new study, Longevity and the New Journey of Retirement, 69% of Americans desire to live to the age of 100.
Alternative Strategies for Fund Allocation
Today most financial professionals believe that retail investors should have access to alternative investments. Investment advisors recommend now that clients who meet accredited investor requirements should consider a shift towards alternatives.
Will the Fed invert the yield curve and cause recession? Investing Counterpoint Episode 2
Daniel and Yon discuss possible scenarios and stress testing clients' portfolios for different shapes of the yield curve.
How Inflation Puts Risks on Your Portfolio
Over the next 3 decades, Three factors are set to define our lives, according to Jamie Dimon, CEO of JPMorgan Chase. Post-Covid economic recovery, high inflation, and Russia's invasion of Ukraine with the following humanitarian crisis.
Transforming Financial Advisors Into Marketing Experts
The vast majority of our clients, when they start working with us, are not marketing pros. They are great at their day jobs, financial advising, but there is something lacking when it comes to communicating just how great they are, to prospects.