Insights

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

a man speaks in a meeting
by Josh Chase |
on May 20

KPIs for Financial Advisors: Best Practices to Evaluate Your Firm’s Health

For independent financial advisors, regularly assessing the health of your practice is key to successful business […]
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by Noah Brooks |
on May 20

Week 20 Talking Points: All Time Highs, Roaring Kitty is Back

Weekly Market Update | Week 20, 2024 Key Takeaways Stock were modestly higher last week, with […]
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a group of young financial advisors smiles
by Kayla Gettle |
on May 14

Recruit New Financial Advisors to Your Practice with a Strong Value Proposition

Recruiting new financial advisors (FAs) is a strategic imperative for any practice looking to grow and […]
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by Noah Brooks |
on May 14

Week 19 Talking Points: Bullishness Carries Over, Waiting on CPI

Weekly Market Update | Week 19, 2024 Key Takeaways There was little change to the overall […]
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Market Enthusiast EP9_Image
by Noah Brooks |
on May 9

Market Enthusiast Podcast EP9: Mother’s Day Edition–Earnings, Market Correlations and Peloton’s Plunge

Good Life’s Investment team keeps you up-to-date with timely market insights and updates to help you […]
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by Noah Brooks |
on May 6

Week 18 Talking Points: Slower Job Growth Quells Fears of Another Hike

Weekly Market Update | Week 18, 2024 Key Takeaways Slower hiring boosted hopes of a late […]
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