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Welcome to the New Bull Market
“If you torture numbers enough, they will tell you anything.” -Yogi Berra, Yankee great and Hall of Fame catcher Don’t shoot the messenger, but historically, it is widely considered …
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Business Management
Process Makes Perfect: Optimize Your Financial Advisory Practice
Growing up as the youngest of eight kids in a military family, I knew how to follow orders...from everybody. Orders came from my parents, my five older sisters, my two …
M&A and Succession
Staying’s Worse Than Leaving: Successfully Transitioning Your Business
When the pain of staying with your current broker-dealer far exceeds the pain of leaving, you know making a change is essential. However, how prepared you are for this …
Investments
Iron Chef vs. Julia Child: Customized or Personalized Investment Portfolios?
Are you creating customized investment solutions or personalized investment solutions? Do you know the difference? PERSONALIZE: to design or tailor to meet an individual's specifications, needs, or preferences CUSTOMIZE: …
Business Management
How to Live a Steve Jobs Life—On Your Own Terms
“If you don’t set priorities for yourself, life will live you, not the other way around.” No one put this better than Steve Jobs in his commencement speech at …
Investments
Challenges of Textbook Portfolio Management Theories
The more time I spend in the real world of finance, the more I question the rationale of textbook theories. Recently, I have found myself realizing the inherent conflicts …
Investments
Fear In The Market
Anxiety has increased as investors digest the debt crisis in Greece and the Chinese market crash. Add the Fed’s rate hike and drop in oil prices to the mix …
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Becoming a More Trusted Ally
How BMY Wealth Improved Client Relationships – and Increased AUM – with the New Carson CX
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