Fed Rate Inaction Puts Spotlight on Bond ETFs
JAAA, FLTR may be ETFs to consider as financial advisors adjust to likelihood of fewer rates cuts in 2024.
Source: yahoo.com
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The tried-and-true 60/40 portfolio is making a comeback this year
The portfolio may be coming back in vogue as its diversification benefit shines.
Source: cnbc.com
How AI Can Make You a Video Star (at Least With Your Clients)
Ryan Salah, a partner and financial advisor at Capital Financial Partners, is always looking for innovative ways to interact with clients. “We work hard to…
Source: biztoc.com
Most Advisors Planned for Student Loan Payments, Despite Biden Plan
Personal feelings aside, most advisors had already factored in the possibility of President Biden's student debt relief plan not succeeding.
Source: wealthmanagement.com
The 'Holy Grail' of Investing Accounts: How IRAs Can Boost Your Retirement Savings – NBC 7 San Diego
An IRA is like an iron: something adults know they probably need but don’t necessarily know how to use.
Source: nbcsandiego.com