Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Video 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...
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