Market Review – January 2023
Broad asset classes kicked off the new year higher after a not-so-jolly December. Sentiment turned decidedly positive based on slowing wage and job growth and cooling price pressures. These trends provided optimism for a less hawkish Fed pushing investor expectations from a 0.50% Fed move in February to a 0.25% as of January 31, 2023.
Jordan Kahn explains the benefits of managing client portfolios in-house in this article in InvestmentNews
Chief Investment Officer Jordan Kahn discusses the long-term value of managing clients’ portfolios in-house in this article in InvestmentNews titled “Bucking the trend: Why some advisors refuse to outsource investment management.”
In Focus: SECURE 2.0 Act Paves the Way for Big Changes
The SECURE 2.0 Act of 2022 (“SECURE 2.0”) is chock-full of provisions – 92, in fact – aimed at improving Americans’ preparedness for retirement. Like SECURE Act 1.0 (passed December 2019), this latest round of legislation provides workers with greater access to retirement plans and further encourages retirement savings. This article highlights key provisions of […]
2023 Outlook
Goodbye TINA (There is No Alternative)
Our investment views are based on a simple idea: as facts change, so may our outlook. The last few years have been an interesting period for this ethos as our annual outlook is beginning to feel like a game of ping-pong, oscillating between bulls and bears, as the environment shifts around us. Our 2021 outlook, […]
Alyssa Phillips talks about the importance of knowing your firm’s value proposition in this video interview with InvestmentNews on the Gameday Stage at the Schwab IMPACT Conference
Chief Operating Officer Alyssa Phillips provides insights on the keys to a wealth manager’s success in this video interview with InvestmentNews on the topic “Knowing your niche is a cornerstone to marketing, hiring success.”
Alyssa Phillips shares insights on prioritizing customer retention in this article in Chief Executive
Chief Operating Officer Alyssa Phillips shares strategies for customer retention by catching up with technology in this article in Chief Executive titled “Customer Retention: CEOs Share Strategies.”
Steve Weinberger discusses the creator economy and unique financial needs of athletes, entertainers and creators in this article in Wealth Solutions Report
Steve Weinberger gives views on the creator economy and the mindset, challenges and needs of clients with high earnings early in their careers in this article in Wealth Solutions Report titled, “The Unique Financial Needs Of Athletes, Entertainers And Creators.”
2022 Year End Planning
This has been another unprecedented year in many regards. Market malaise may be front and center and on the minds of many, however, that should not serve as an excuse to ignore your personal finances. The end of the year marks a great time to consider planning opportunities that may provide meaningful benefits, if appropriate […]
Alyssa Phillips shares highlights from the Schwab IMPACT conference in Denver
The Schwab IMPACT Conference brings together the largest gathering of fiduciary financial professionals in the nation. In this video interview, our COO Alyssa Phillips shares takeaways from her favorite session — and it’s no surprise if you know Alyssa, the session was on building relationships.
Alyssa Phillips provides insights on how to become a better mentor in this article in Barron’s
Chief Operating Officer Alyssa Phillips comments on the importance of setting expectations and giving mentees space when mentoring in this Barron’s article titled “9 Ways Financial Advisors Can Become Better Mentors.”