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Gaining Perspective

Jul 21, 2020

It’s rare that anyone outside of a few investment bankers gets to take a look at transaction data for M&A deals in the RIA industry. But the RIA Deal Room 2020 report from Advisor Growth Strategies goes “under the hood” to show how M&A has continued to shape RIAs in recent years, while also providing a first look...


Jul 15, 2020

Investing in companies with accelerating dividends – as opposed to those that simply offer a high current dividend yield – may prove invaluable in the current environment. Here to talk to me today are two people who can expand on the strategy of selectively investing in dividend-paying stocks.


Jul 8, 2020

Join me as I interview Industry thought leader, business strategist and success coach Stephanie Bogan. She will share 4 success strategies advisors can use to deliver 2x the value to clients in half the time, while having a life you love in the process.


Jul 7, 2020

The P/E for the S&P 500 is about 25, near historic highs. Credit spreads in both developed and emerging markets are tight. Real government bonds yields are negative. Companies have repurchased own shares at record levels for almost 10 years, reducing outstanding stock of marketable securities. Asset...