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Updates

Financial crisis haunts clients 10 years later

Aug 30th, 2018
It’s been 10 years since the financial crisis saw banks crumble, homes foreclosed on and portfolio values plummet. And as the global community looks back on what became a worldwide calamity, the obvious question is whether today’s investors are better prepared for the next market crash. Financial advisors believe they are. Thanks to a change … more »

Advisors Say Rubio’s Universal Leave Idea Could Devastate Social Security

Aug 24th, 2018
Florida Sen. Marco Rubio’s proposal to allow parents to tap Social Security benefits early to pay for parental leave has a number of prominent cheerleaders—chief among them White House adviser Ivanka Trump—but investment advisors are not cheering. Rubio’s bill would allow both parents to apply for Social Security benefits early to finance leave after having … more »

Specializing In Everyone?

Aug 15th, 2018
Over the weekend a MarketWatch article discussed why financial advisors should be specialists, not generalists. Check out financial advisers’ websites and you may notice a common theme: They define their market broadly. In many cases, advisers describe their firm as serving people of all ages across a range of professions who seek financial freedom and … more »

Why the Elanco IPO Announcement is Good for Everyone

Aug 10th, 2018
Since taking over as CEO of Eli Lilly in January 2017, Dave Ricks has undertaken quite a few changes, the latest being the announcement that Lilly will spin-off it’s Elanco division as a separate company through an IPO (initial public offering). Lilly considered three options for Elanco: holding it, selling it or the IPO. Good … more »

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