Veterans are important clients for advisors on a number of levels, not the least of which is selecting a state in which to reside after. #veterans #advisor
The EU is pretty stringent with Big Tech, especially after all their tax dodging and data use policies, so what does this new regulation mean? #Tech #EU
The Bucket Plan was built to help provide peace of mind during market volatility and uncertainty, while also simplifying financial planning for advisors
AUM is considered dry powder, capital that has been raised but has not yet been committed, its growth and implications for credit markets cannot be ignored
Your openness, cordiality, and generosity can often feel like a slap in the face when they break the so-called relationship you have invested in. #growth
The ability to make a rational decision and respond in a rational matter is exactly what we need to do in a difficult conversation. #emotions #conversation
Would have seemed unthinkable are now embraced by lawmakers on both sides of the aisle and certainly by both men vying to be the next President. #trade