Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Market Opinion 3/25/2020
A balanced portfolio comprised of stocks and fixed income (bonds) has been historically designed to diversify the risk of stocks. READ MORE
Market Opinion 3/24/2020
To put $1 trillion in perspective, moving backwards in time, 1 billion seconds would take us to about 1989. 1 trillion seconds would take us to aro... READ MORE
Free Time & Leisure 3/19/2020
Countless places around the world have closed in order to reduce the spread of COVID-19. But social distancing does not have to be all that bad, do... READ MORE
Market Opinion 3/18/2020
After the crash of 1987, the running joke between traders on Wall Street was that the difference between a recession and a depression is that when ... READ MORE
Market Opinion 3/12/2020
Having hope in the face of panic is never easy. However, there's good reasoning when asking yourself or your clients to keep courage. READ MORE
Market Opinion 3/11/2020
The stability of global markets is a major concern of government officials and investment professionals. Investors are reeling as markets drop, but... READ MORE
Financial Advisors 3/10/2020
Here is a brief Market Decline Prep Script you can use now, while the market is still relatively high, with each of your clients. You can also use ... READ MORE
Market Opinion 3/5/2020
In our Calm, Steady, and Common Sense series, we endeavor to bring you information to help you through the current market that may be helpful in ex... READ MORE
Prospecting 3/4/2020
Joe Girard was a master of making people feel welcome, comfortable, and appreciated. However, it was his method of doing so that separated him from... READ MORE
Market Opinion 3/2/2020
On Sunday, March 1, as of the writing of this report, the Wall Street Journal reported that Rhode Island and New York have their first Coronavirus ... READ MORE
Market Opinion 2/28/2020
We have all dealt with market, economic, or geopolitical events and the fear they may cause. Generally, this fear is the perception of the current ... READ MORE
Self Improvement 2/27/2020
In this post, some topics for client conversations are discussed, as well as remedies to concerns which clients may have to developments in the mar... READ MORE
Financial Advisors 2/25/2020
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ... READ MORE
Sales Development 2/20/2020
Bankruptcies are common among professional athletes, winners of the lottery, and celebrities in the public eye. READ MORE
Self Improvement 2/18/2020
With so much distraction, dysfunction and noise going on, it’s more important than ever to streamline your practice by systematizing all your proce... READ MORE