News & Insights

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

by Noah Brooks |
on Feb 22

Market Enthusiast Podcast EP5: Valentine’s Day Edition: Cocoa Surges and Earnings Soar

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 Feb 20

Week 7 Talking Points: Small-caps and Value Led

US equities were lower this week as the S&P 500 shed more than 2% for the week for a second-straight week and finished the week at the lowest levels since April. 
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by Noah Brooks |
on Feb 12

Week 6 Talking Points: Giant Bounce Off October Lows

US equities were lower this week as the S&P 500 shed more than 2% for the week for a second-straight week and finished the week at the lowest levels since April. 
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People collaborate at a desk
by Josh Chase |
on Feb 5

Growth Strategies for Financial Advisors: Monetizing Your Practice

For financial advisors, achieving sustained growth is essential for advisors committed to thriving in the industry. […]
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A chic and minimal financial advisor office
by Kayla Gettle |
on Feb 5

Financial Advisor Office Design: Crafting the Perfect Client Atmosphere

For financial advisors, the office is more than just a physical space to get work done—it’s […]
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a group of financial advisors have a digital marketing meeting at a table
by Kayla Gettle |
on Feb 5

Financial Advisor Marketing Strategies That Work

For many independent practices, financial advisor marketing strategies are fundamental tools to thrive. For some financial […]
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