Social distancing? 15 books to read in quarantine

Social distancing? 15 books to read in quarantine

Published on March 31, 2020 by Financial Planning   Working from home doesn’t have to mean all work all the time — financial advisors are entitled to a break during stressful times, too.   With planners all over the country working from home in the wake of the novel...
The End of the Beginning?

The End of the Beginning?

This Coronavirus crisis has been compared to war, and rightfully so.  Our people are under attack, and how well we fight may in large measure determine how long it takes to achieve victory and how many casualties we will suffer.  We had some important developments in...
Facing the Challenge

Facing the Challenge

We would like to tell you the answer.  When will this be over, and what is the market going to do next?  But you know no one knows.  This is a new challenge, and we have to face it and recognize what we are dealing with here. We have faced major health care challenges...
Now It’s Oil

Now It’s Oil

Last week OPEC talks broke down when Russia refused to agree to proposed production cuts.  As we have been saying in our recent letters, the coronavirus slowdown has reduced demand for oil and caused the price to decline.  It just got worse. Over the weekend, Saudi...
Hecho en Mexico.  Porque no?

Hecho en Mexico. Porque no?

As the sun comes up on another exciting day, European markets are up and US futures are up even more, after the Fed rate cut and down market yesterday, Monday’s huge rally, and last week’s rapid decline.  Meanwhile, the 10-year Treasury is yielding well under 1%¹, a...
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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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