News & Insights

Get the latest on financial happenings and Advisor best practices, all in one place.

by Noah Brooks |
on Mar 25

Week 11 Talking Points: S&P 500 Posted the Best Weekly Performance this Year

Weekly Market Update | Week 11, 2024 Key Takeaways US equities were higher this week as the S&P […]
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by Noah Brooks |
on Mar 18

Market Enthusiast Podcast EP6: Reflecting on Resilience

In the third episode of the Market Enthusiast podcast, Noah Brooks and Chris Needs from the Good Life investment team recap everything notable from 2023, including AI trends and ChatGPT, the collapse of Silicon Valley Bank, and Ozempic.
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by Noah Brooks |
on Mar 18

Week 10 Talking Points: Two Significant Anniversaries Recently

Weekly Market Update | Week 10, 2024 There were two significant anniversaries recently. Last week marked […]
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move financial advisor clients to new firm
by Sean Mest |
on Mar 14

Top Tips for Communicating Your Transition to Supported Independence

Transitioning from a wirehouse to an independent firm involves shifting from a corporate structure to autonomy. […]
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by Noah Brooks |
on Mar 4

Week 9 Talking Points: The Path of Least Resistance Remained to the Upside in February

Weekly Market Update | Week 9, 2024 Key Takeaways Major US equity indices finished higher for […]
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by Noah Brooks |
on Feb 27

Week 8 Talking Points: AI Excitement Pushes Stocks to Records

Weekly Market Update | Week 8, 2024 Key Takeaways Nvidia’s earning report gave the 2024 fresh […]
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