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One of the focal points following the presidential election is the potential for an increase in tariffs applied to goods produced outside the US....
Each year, market analysts attempt to predict where the S&P 500 will end the year. They issue estimates ranging from optimistic highs to cautious lows....
Award highlights Seitz’s leadership in digital marketing, brand strategy, and content-driven growth in financial services Cleveland, Ohio – February 19, 2025 – C2P, an RIA-grounded...
Let's talk about how client acquisition has evolved in our industry. These days, prospects do their homework before reaching out to an advisor. They're...
Women live longer, earn less over their lifetimes, and are more likely to take career breaks for caregiving. Yet, you may be surprised to...
These are important updates to required minimum distribution rules that may affect your retirement planning. New RMD Rules Are Here On July 18, 2024, the...
The Challenge of Wealth Transfer For many ultra-high-net-worth families, the fear that inherited wealth will lead to entitlement, complacency, or a lack of ambition in...
As 2024 came to a close, many took time for self-reflection, particularly around financial goals. One question that frequently arises in wealth circles is "When...
As a financial advisor, you're likely fielding an increasing number of questions about the recent Social Security Fairness Act of 2023 (H.R. 82) and its...
In December 2024, Congress passed one of the most significant Social Security reforms in recent history. The Social Security Fairness Act of 2023 (H.R. 82) brings...
Recent legislation has introduced significant changes to Social Security benefits through the Social Security Fairness Act of 2023 (H.R. 82). As wealth management professionals,...
Are you trying to attract and then retain high-net-worth (HNW) or ultra-high-net worth (UHNW) clients? Many financial advisors are... so what can you do to...
