Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Trust 1/21/2021
In 2019 the U.S. Senate had the Retirement Enhancement and Savings Act 2019 (RESA) on the heels of the Setting Every Community Up for Retirement En...
READ MOREFinancial Advisors 1/19/2021
Many clients don’t see the need for financial planning. They earn more than they spend. What could possibly go wrong?
READ MOREVideo 1/12/2021
Every quarter we will give you our opinions on domestic markets, international markets, and the bond market, all in about 2 minutes.
READ MOREClient Retention 1/5/2021
It happens. People give up. We’ve heard you shouldn’t change horses in midstream. The same goes for acting in haste. A client tells you they ar...
READ MOREFinancial Advisors 12/31/2020
Sal Capizzi identifies the critical element of 2020 for most of you and especially for your clients.
READ MOREFinancial Advisors 12/24/2020
Every stock down in Dow ville, liked Christmas a lot; But the Covid virus, of Twenty Twenty did not. The virus hated the Dow, and all stocks toget...
READ MOREClient Acquisition 12/22/2020
We all want the same things. You want to add new clients, and you would like them to come to you. You have someone on your staff who understands te...
READ MOREFinancial Advisors 12/15/2020
The new year is fast approaching, and during this one, the pandemic forced clients to pick up a number of new money-saving habits due to their chan...
READ MOREFinancial Advisors 12/4/2020
With the coronavirus pandemic canceling most major gatherings for 2020, this likely hindered your ability to obtain CFP CE credit – credit you usua...
READ MOREClient Retention 12/1/2020
Stock market volatility can be scary. This means that our job – as investment advisors – is to talk our clients off the ledge, to hold their hands ...
READ MORETrust 11/25/2020
In our final installment of the series, we will review the various trust types, discussing which trust is the best fit for achieving your client’s ...
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