Archive for July 2018

Advisors: You’re Never Too Big to Stop Marketing

Tips independent advisors can use to incorporate marketing into their practice management routines. Article by Chris Radford, President of AE Wealth Management, featured on “I have all the clients I need, so I don’t need to do marketing.” For independent advisors, I believe this is a very self-destructive statement. And, something I hear a…

Read More

Tariffs and Investment Strategy

President Trump campaigned on his and his voters’ belief that the U.S. was being taken advantage of by global trading partners such as China, Mexico and Canada by flooding the U.S. market with cheap steel, aluminum and other commodities and products using unfair trading practices. As of early spring, Trump has begun to fulfill his…

Read More