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Insight & Outlook Harnessing Social Media Tools to Help Fill Your Prospect Pipeline Consultant Kip Gregory provides suggestions on how to maximize the potential benefits of LinkedIn As the social media landscape gets more crowded with each passing day, figuring out which sites and applications may actually help you grow your business becomes more challenging. Is Twitter the best way to...
BISA Quarter 1 2014 MAGAZINE Investments & Insurance | Advisory Services | Wealth Management | Retirement Income Women on the Move in Bank Brokerage Plus! Rethinking the Life Insurance Paradigm A ‘Perfect Time’ for Indexed Annuities? From Washington: Regulation Through the Back Door Amanda Smith, Senior Vice President, Marketing, National Financial Women...
Insight & Outlook Getting To Yes: Small Changes That May Spark Big Results Author Noah J. Goldstein offers insight on five key principles of...
FINRA Reports on Effective Practices for Digital Investment Advice On March 15, 2016, the Financial Industry Regulatory Authority (FINRA) published a new report titled, Report on Digital Investment Advice. FINRA issued the report “…to remind broker-dealers of their obligation under FINRA rules as well as to share effective practices related to digital investment advice,...
June 2014 Financial-Planning.com TECH TOOLS Fast-Forwarding the Advisor Fidelity’s new Office of the Future complex highlights the tech trends most likely to shake up your workspace. By Joel Bruckenstein V irtually all advisors know they need to in order to gauge their applicability to the get smarter about the technology they company and its various constituencies. The use to...
BUILDING A LEGACY An Introduction to Multigenerational Wealth Planning — Stephanie Zaffos, J.D. How do you preserve family wealth across multiple generations? It’s not easy—it takes work. Sustaining a financial legacy can be a surprisingly complicated task, fraught with emotion and difficult decisions. More resources don’t necessarily ease the burden...
WHO SAYS YOU CAN’T TAKE IT WITH YOU? Caring for Your Collections—in the Afterlife — Douglas Wolford, CEO I don’t know about you, but I really like collecting things. I’ve been a collector my entire life. Stamps, coins, books, antiques, cars, artwork—my interests keep changing, but each one has fed a lifelong hunger to learn, to...
Live Well S e r i e s 8 12 5 19 7 9 3 6 21 14 Buying at Auction? Some Do’s and Don’ts — Douglas Wolford, CEO 2 20 Before You Go to an Auction: For collectors of all kinds—whether of art, collectibles, watches, or wine—buying at auction has never been easier, more fun or, perhaps, more dangerous. So here is the first item up for bid....
Manage Well S e r i e s PRESERVING YOUR LEGACY Educating the Next Generation —Stephanie Zaffos, Managing Director, Trusts & Estates —Ned Muskie, Managing Director Being a steward of your family’s wealth means preparing your heirs for the decision-making and the responsibilities that come with inheriting significant wealth. Family discussions about...
Invest Well S e r i e s STRENGTHENING THE FOUNDATION OF YOUR INVESTMENTS Leveraging a Manager of Managers Approach — David Kahn, Managing Director What’s inside our toolbox? Implementation tools have proliferated to the point that investors can find a fund, separate account, or exchange traded fund (ETF) to access virtually any investment opportunity, regardless of how...
NO GREXIT IMMINENT FLASH REPORT July 13, 2015 KEY TAKEAWAYS • It appears there will not be a Greek exit from the Eurozone anytime soon, as Eurozone leaders reached a deal to give further bailout aid to the embattled country (up to €86 billion), provided Greece's government passes additional austerity measures. Additionally, the Eurozone will consider steps to make the...
Invest well. Manage well. Live well.™ QUARTERLY MARKET OVERVIEW Q3 2015 CONVERGENTWEALTH.COM 12505 Park Potomac Avenue, Suite 400, Potomac, MD 20854 | T 301.770.6300 F 888.444.6347 OVERVIEW OF GLOBAL MARKETS • Stocks fall into correction territory. Stocks finished the third quarter with their worst quarterly performance since 2011 and the S&P 500 off 10% from...
QUARTERLY MARKET OVERVIEW Q4 2015 12505 Park Potomac Avenue, Suite 400, Potomac, MD 20854 | T 301.770.6300 F 888.444.6347 CONVERGENTWEALTH.COM OVERVIEW OF GLOBAL MARKETS  A weak year for capital markets. Despite plenty of volatility (including the first correction in four years), returns in 2015 were either low or negative for most asset classes.  China, oil, the U.S....
MARKET FLASH REPORT January 2016 KEY TAKEAWAYS • Bah Humbug! There was no Santa Claus rally this year, as equities lost a bit of ground in December. Overall, 2015 turned out to be rather disappointing, with the S&P 500 ending virtually unchanged (up 1.4% including dividends) in notching its worst yearly performance since 2008. Tranquility on the surface masked volatile...
MARKET FLASH REPORT February 2016 KEY TAKEAWAYS • Equity markets took it on the chin in January, with the S&P 500 falling back into correction territory (down more than 10% from November's peak). The usual suspects hammered away at investor sentiment, including turmoil in China, cratering oil prices, a contraction in manufacturing, and stalling corporate profits....
MARKET FLASH REPORT March 2016 KEY TAKEAWAYS • Stocks lost a smidgen of ground in February, stabilizing after January's steep declines. Still, the S&P 500 posted its third down month in a row, the first time that has happened since 2011. Oil prices finally steadied after several problematic months , but investors remained cautious especially as Chinese markets remain...
