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.
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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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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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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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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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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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 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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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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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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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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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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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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