The Economy and Financial Markets: Forecasting What They 'Might' Do
By Mike PattonIt is possible, in my view, to forecast the economy's course only in the very near term.
December 06, 2018
Why Stocks Are Declining (No, It's Not the Tweeting)While Trump's tariff tweet was not a good idea, there are other more time-tested reasons for the sell-off.
December 05, 2018
How to Balance Your Needs With Those of Your PracticeBuilding a successful advisory business requires that you stop and take a hard look at your long-term goals, so you can make the right short-term decisions.
December 05, 2018
10 Reasons Why Investors Need AdvisorsIn a world of cheap trading, ETFs and robo-advisors, remind your prospects (and yourself) how you add value.
December 04, 2018
GE Bondholders Teach GE Shareholders Who's Really BossMoody's, for example, told CVS to do this weird thing with its cash...
December 04, 2018
Why Your Client's 401(k) StinksSure, getting the match is great. Lots of other things are absolutely not great.
December 03, 2018
Navigating Volatility: 3 Strategies I'm Using NowHedging clients' portfolios only after a stock market plunge is like shopping for seat belts after a crash.
December 03, 2018
3 Tips to Help Millennial Advisors Cope With VolatilityMany younger advisors have no experience with turbulent markets.








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