February 27, 2024 February 27, 2024The Role of Volatility in Maintaining Good Client RelationshipsA client relationship could take you two years to land, nurture and cultivate. Then 10 days of volatility can threaten to upend everything.
March 1, 2024 March 1, 2024What Makes an Advisor Elite?Any advisor can build a financial portfolio, but only the best will help you reach your goal while also minimizing volatility.
March 4, 2024 March 4, 2024Equities, Fixed Income and the Power of a Strong MidfieldUnderstanding the dynamics between equities and fixed income can be made clearer by comparing it to a soccer match, where each player has a distinct role to play.
March 12, 2024 March 12, 2024What Mortgage Rates Mean for Housing AffordabilityMortgage rates just hit an all-time high, while at the same time housing affordability is at all-time lows.