Oct 31, 2019
Approximatley 40% of financial advisors plan to retire within the next 10 years, according to Cerulli and Associates. The CFP Board says that there are more certified financial planners over 70 than under 30. Replacing those professionals will be a challenge for the industry. The advisor profession faces a talent and...
Oct 29, 2019
In recent years, behavioral finance has become really popular. But taking a step back, one of the biggest questions I have about this field is -- “So what?” There are so many behavioral finance theories. But where is the practical application? What can we actually do with this stuff?
Oct 23, 2019
Guggenheim’s macroeconomic team is predicting a recession by mid-2020. We discuss the underlying drivers of this forecast, the steps the Fed can take to address a weakening economy, and how advisors should allocate for the period ahead.
Oct 16, 2019
The Davis Funds is celebrating its 50th anniversary this year, and has been owned by the Davis family for that entire period. In addition to that longevity, the Davis Funds is notable in that it has pursued the same, value-oriented, long-term investing discipline over that period. Chris Davis discusses the...
Oct 3, 2019
What holds advisors back from building the business they ideally want is not their environment or skill set. It is the “mindset.” Stephanie Bogan explains how advisors can overcome the obstacles that prevent them from building a thriving practice and leading a joyful and fulfilling personal life.