Communicating a Better Client Experience
David Byrne from Talking Heads once sang, “Say something once, why say it again?” I will tell you...
Creating a Growth Plan for Your Practice
Here’s the bad news: 77% of advisors have no defined marketing strategy and only 49% of advisors...
Ten Commandments for Investors - Part 1
Investing can be simple, but it’s not easy.
Numerous studies have repeatedly shown that a majority...
Value & Small | Time to Take Another Look?
Last year, we published a whitepaper on The Conundrum of Value, looking at the long-term potential...
Expect the Best, Prepare for the Worst
By Casey Dylan, CIMAMarkets have been on a remarkable run of late, sending many indices to historic...
Q1 2021 Markets in Perspective
As we exited 2020, investors looked forward to turning the page on the health and economic impacts...
The Factors of Investment Returns
No one can predict the future with total certainty.
But, when it comes to investing, you can...
What Investors Should Know About Taxes Now
Tax season is upon us! In a recent episode of the Unfiltered Finance podcast, I had the opportunity...
Keeping Your Priorities Straight: A Review of the SEC’s Division of Examinations 2021 Examination Priorities
Each year, the SEC’s Division of Examinations (referred to in this article as “EXAMS”) publishes a...
Unfiltered Finance - Bitcoin: New Asset Class or Digital Tulip Bulb Mania
In late 2008 (perhaps in response to the financial crisis), someone using the alias, Satoshi...