Thinking of switching platforms, but not sure if it is the right time? While the COVID-19 pandemic has certainly changed the way business is conducted, many pre-pandemic best practices for successfully transitioning platforms still ring true.
After helping dozens of financial advisors breakout of the wirehouse and hang up their own shingle, Scott Wilson and his team at Kestra Private Wealth Services have learned a few things when it comes to finding the right office space.
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The man. The myth. The legend. Yes, folks, we are talking about THE Paul Hickey, Co-Founder of Bespoke Investment Group.
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As a new year begins, it’s natural that you’d want to spend time reflecting on the progress you made toward reaching your goals over the previous year.
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The combined effort of digital technology and branding directives resulted in new growth strategies which increased revenue 15% year over year.
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The economy grew at a torrid pace in the first half of the year. While the second half will likely see some slowing, earnings should continue to grow, partly offset by a contraction in multiples.
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Cryptocurrencies have generated a lot of interest among investors, yet they're still something of an enigma. They're also a controversial asset class with a wide range of potential outcomes for investors. Read more in the latest Markets in a Minute on cryptocurrencies.
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In the third quarter of 2022, the S&P 500’s bear market reached ten months old, the Fed continued to tighten monetary policy as inflation accelerated, and recession predictions filled news headlines. With stocks and bonds down more than 25% and 15%, respectively, so far this year, 2022 is shaping up to be one of the more painful years in recent memory. These down markets, though they feel treacherous, present disciplined investors with opportunities for long-term growth.
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The pandemic has been blamed for disrupting the global supply chain and stoking inflationary pressures. But other issues have contributed to our supply chain woes. Read about the reasons for supply chain disruptions and where we go from here in the latest Markets in a Minute.
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Are we headed toward a recession? The answer is, we’ll get there… eventually. Read on for the “road signs” that can help us estimate when we might arrive and what we can do before we get there.
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Despite low rates, rising inflation fears and tight credit spreads, bonds still play an important role in investors’ portfolios. Certain types of fixed-income instruments are actually designed to protect against inflation. Read about the reasons for continuing to invest in fixed income in the latest Markets in a Minute.
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Is investing in the stock market just like gambling in Las Vegas? While the answer to that question is a hard “no,” most investors don’t make the best of their investment odds. Read on to learn how you can improve your chances.
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With lower-than-expected inflation in the month of October, we may all be wondering if there are brighter economic days ahead. Read more about the impact of inflation and Fed rate increases on the economy in this week’s Markets in a Minute.
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The recent failure of crypto-related business such as FTX has highlighted a void in regulatory oversight in the digital currency world. Read more about why a back to basics approach may serve investors best in our latest Markets in a Minute.
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The Fed has entered one of the most-difficult phases of its pandemic response as it begins to dial back stimulus measures even before the full effects of its policies are felt and amid new risks. Read my latest Markets In A Minute for a look under the monetary-policy hood and the implications for the markets and the economy.
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Climate action is front and center for both the Biden administration and many of the world’s largest companies. Read my latest Markets in a Minute for a look at the opportunities and obstacles in the race to a clean-energy future and the implications for investors.
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History offers insight as to how market dynamics can shift during periods of high inflation. Read my latest Markets in a Minute for a look at which sectors shined during the Great Inflation and other lessons that may help investors navigate today’s inflationary environment.
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With inflation hotter than expected and spreading beyond pandemic-affected industries, the Fed appears poised to take more aggressive steps to rein in price increases. What does that mean for stocks? Read my latest Markets In a Minute for a look at how equities have performed during previous rate-hiking cycles.
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The Russian invasion of Ukraine has humanitarian and geopolitical consequences but what are the implications for the global economy and equities? My latest Markets in a Minute explores this question and more.
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With the war in Ukraine approaching its one-month mark and inflationary pressures rising, many investors are asking: What’s there to feel good about? The Fed is mulling the same question as it contemplates its next steps. My latest Markets in a Minute offers some answers.
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Buffeted by twin headwinds — rising interest rates and high inflation — the fixed-income market is off to a rough start this year. In the current climate, many investors may be tempted to forgo fixed income entirely. Read about the reasons for continuing to invest in bonds in the latest Markets in a Minute.
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Is it time to consider diversifying beyond stocks and bonds when building portfolios for the next decade? Read the latest Markets in a Minute to learn why liquid alternative funds might provide an important buffer for portfolios in the coming years.
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A bruising first quarter for stocks and bonds begs the question: Are markets signaling a recession in 2022, or a downshifting from the torrid growth of 2021? We continue to be in the downshifting camp. Read the latest Markets in a Minute for a recap of first-quarter performance and our outlook for the balance of this year.
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Stock and bond markets have had a wild ride. What’s driving this recent volatility and what’s an investor to do? Read the latest Markets in a Minute for a back-to-basics playbook for volatile markets.
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Lofty prices and higher mortgage rates are beginning to shake the foundation of the single-family housing market. Are we headed for a 2008-style correction? Read the latest Markets in a Minute for our take on what’s next.
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What’s there to like about a down market? Several things, actually. Read the latest Markets in a Minute to learn about opportunities to potentially enhance long-term returns, reduce portfolio risk and lower your tax bill when markets take a turn for the worse.
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So far, 2022 has brought surges in inflation fueled by war in Europe, monetary tightening and slower economic growth. As we pass midyear, many of us may be more than a little ready to forget about the first half. Our 2022 theme of downshifting, or slowing of growth, is certainly coming to fruition.
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The Inflation Reduction Act, which has been signed by the president and has passed the House, has been heralded as a major legislative victory for the Democratic party. But will it really matter for the economy or the markets? Read the latest Markets in a Minute to learn more.
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Last week brought disturbing news on the pandemic front, but we were also reminded that our political system can still tackle big issues. The Senate gave overwhelming bipartisan approval to a $1 trillion infrastructure bill that must still pass the House. What does this breakthrough mean for the markets and the U.S. fiscal outlook?
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As economic growth cools and inflation heats up, we are hearing more about recessions. in this week's Markets in a Minute, we talk recession and what’s happening with the latest GDP report.
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The lingering pandemic has exacted a real – and tragic – human toll. But it also gives the Federal Reserve some room to continue its easy monetary policy. Last week brought further confirmation of that.
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With a war in Europe, sky-high energy prices, recession fears, intensifying political divisions, and an on-going global pandemic, it’s no wonder that both stocks and bonds have experienced large gyrations so far this year. In this week’s Markets in a Minute, we discuss what volatility among stocks and bonds means for your portfolio.
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With equity valuations near historic highs, where does the market go from here? While headwinds are likely to keep near-term returns muted, the massive liquidity still working its way through the economy and strong corporate profit margins should provide a tailwind for growth and earnings.
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As the S&P 500’s bear market completes its ninth month, two areas of the economy have experienced rapid changes: commodity price spikes coupled with impending shortages and a housing boom that is quickly petering out. How serious are these risks to the global economy and markets? Let’s discuss in this week’s Markets in a Minute.
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The current showdown in Congress over raising the debt ceiling has high economic stakes. But it’s worth recalling that we’ve been down this road before, and the federal government has always managed to find a path forward, if not without some short-term fallout.
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With so many platforms vying for our attention, podcasts are one of the most powerful tools available for wealth professionals to connect with clients and prospects.
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In his latest blog post, Bluespring Wealth Partners' President Stuart Silverman explains how Ted Jenkin CEO and cofounder of oXYGen Financial accomplishes continuous growth with his marketing strategy.
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Borger Financial Services made the move from Hornor, Townsend & Kent for more flexibility and access to alternatives.
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Read insights from Kestra Financial Chief Human Resources Officer Ann Manal on creating a successful summer internship program.
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Read insights from Kestra Financial-associated advisor Eric Brotman of BFG Financial Advisors on options grandparents have for contributing to grandchildren's educational costs.
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Spring is finally here and this time of year always brings a renewed focus on getting healthy for summer beach vacations. But now that a fresh season is among us, it’s time for us to also focus on the cyber health of our practices.
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Read insights from Kestra Financial-associated advisor Matthew DeFelice of U.S. Financial Services on how Roth strategies can make retiring early possible.
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Read insights from Kestra Financial-associated advisor Ray Ferrara of ProVise Management Group on how investors may prosper in a volatile market by focusing on fundamentals.
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There’s no time like the present to get up to speed on the RMD rules.
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Read insights from Kestra Financial-associated advisor Brian Heckert of Financial Solutions Midwest on one of the most memorable messages he heard from a keynote speaker.
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Read insights from Kestra Financial-associated advisor Shawn Okumura of Transitions Wealth Advisors on laying the groundwork for your firm's next phase of growth.
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Read insights from Kestra Financial-associated advisor Aaron A. Leaman of Signature Financial Planning on the difference between a CFA and CFP is who they work with and the work they do.
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Read Kestra Financial's Head of Retirement Plans, Taylor Hammon's thoughts on the future of plan advice and the participant experience.
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Read insights from Kestra Financial-associated financial professional Kerry Jackson of Fish & Associates on whether using debit cards or credit cards is more beneficial.
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Jen Hatch, who honed her financial skills on Wall Street, working at JP Morgan and Bear Stearns, took hold of Christopher Street Financial in 1997, after the death of owner and founder Robert Casaletto to HIV.
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Kestra Financial President Stephen Langlois explains why the financial industry is a great career path for young professionals.
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Michael Roberts, president of Arden Trust, explains the importance of having a will, and what happens to your estate if you do no have one.
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ACHIEVING FINANCIAL freedom doesn't have to be a goal reserved for extreme personal finance obsessives.
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Read insights from Kestra Financial-associated financial professional Eric Rosenberger of Synthesis Wealth Management on choosing priorities when creating a family budget.
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Kestra named as a finalist in four categories for the 10th Annual Wealthies.
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Kestra financial ranked by Austin Business Journal and Financial Advisor Magazine as a top Independent Broker Dealer and RIA.
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Read insights from Kestra Financial-associated financial professional Aaron Leaman of Signature Financial Planning on the differences between getting your CFA and MBA.
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Read insights from Kestra Financial-associated advisor Kelly Famiglietta of Charles Stephen on RMDs mistakes to avoid.
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Read as Mary Hjorth, Chief Human Resources Officer at Kestra Financial discusses tips for creating a compelling resume.
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Most soon-to-be-married couples understand the importance of sharing their financial aspirations, fears, and shortcomings. If they don’t get around to talking money before the wedding, a first house, a new baby and other events early in a marriage tend to force the discussion.
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Too many clients contract for services that don’t match their needs—and end up paying far more than they have to.
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Read insights from Kestra Financial-associated advisor Seth Dresbold on activities to alleviate anxiety, rather than focusing on world events.
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Read insights from Kestra Financial-associated advisor Brandon Hayes of oXYGen Financial on how technology is changing the relationship between clients and advisors.
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Read insights from Kestra Financial-associated advisor Steve Gallo of U.S. Financial Services on the best ways to bankroll your kids.
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Nick Harness, Chief Information Officer at Kestra Financial, explains the importance of educating your employees and clients to prevent cybersecurity attacks.
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Read insights from Kestra Financial-associated financial professional Sonya Ranker of Questmont Strategic Wealth Advisors on the day-to-day role of a financial professional.
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Read insights from Kestra Financial-associated advisor Garrett Taylor of Coastline Wealth Management on financial tasks to take care of while you're working from home.
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Join Robert Bartenstein and Scott Wilson on Kestra PWS Out Loud for insights and advice on the latest trends, technology, and real estate support for financial advisors.
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Join Mark Schoenbeck and Rainey Rogers on Kestra Out Loud for a sweet take on running an advisory business.
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Kestra PWS advisor Matt West describes his transition to independence.
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KPWS CEO Rob Bartenstein speaks with Kris Fu of Maven Bridge Capital to discuss the evolution of brand building and finding your niche.
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In an era when people are spending increasingly more time online (especially during the COVID-19 pandemic), having a solid digital marketing plan is critical for wealth management professionals says affiliated-financial professional Ted Jenkin.
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In the latest episode of Kestra PWS Out Loud, Rob Bartenstein and Maria Bethel lead a riveting discussion with Jeffrey White, a wellness coach, best-selling author, and former financial advisor.
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In this episode of Kestra PWS Out Loud, KPWS COO Scott Wilson and advisors Jeff Boudjouck and Keith Brandt discuss how the wirehouse benefits extend to their clients.
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Associated financial professional Amy shares her back-office support experience with Kestra Financial, and home office training that empowers advisor success.
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