Insights

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

by Noah Brooks |
on Oct 15

Week 41 Talking Points: New All-Time Highs (again)

Weekly Market Update | Week 41, 2024 New All-Time Highs (again) The S&P 500 and the […]
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by Noah Brooks |
on Oct 7

Week 40 Talking Points: Jobs, Jobs, Jobs

Weekly Market Update | Week 40, 2024 Jobs, Jobs, Jobs The monthly jobs report came out […]
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by Noah Brooks |
on Oct 3

Q3 Recap: Big Gains, Tech Flat, and Small Caps Rising

In episode 19 of the Market Enthusiast, Noah Brooks and Chris discuss recent developments in the financial markets […]
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by Noah Brooks |
on Sep 30

Week 39 Talking Points: New All-Time Highs Again Last Week

Weekly Market Update | Week 39, 2024 New all-time highs again last week. The S&P 500 […]
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by Conor Delaney |
on Sep 19

Scaling Your Advisory Practice: Insights from the CFO’s Perspective

In episode 4 of Thinking Independently, Conor Delaney is joined by Lee Alcorn, CFO of Good Life [...]
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by Noah Brooks |
on Sep 16

Week 37 Talking Points: Rate Cuts are Upon Us

Weekly Market Update | Week 37, 2024 Equities followed up their worst week in 18 months […]
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