Investors have also been asking harder questions of our healthcare picks, weighing attractive long-term opportunities against nearer-term uncertainty.
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What’s Changed for These 5 Stocks After Q3 2026? Revenue Is Growing. So Why Isn’t Your Business Worth More? After forty years in finance and thirty-odd M&A transactions, I've seen this pattern more times than I can count. And the founders who feel it most acutely are almost always doing one thing.
QQI Is Bringing the QQQ Playbook to International Growth Stocks Said differently, QQI may be a timely rookie ETF, particularly for advisors and investors seeking efficient access to international large- and mega-cap growth equities.
S&P 500 Consolidates: Is the Stock Market Preparing for Another Advance? Today, the index is expected to open 0.4% higher as investors react to the release of the Core PCE Price Index and final GDP figures.
How Much Do You Really Need to Retire? Your “Retirement Number” May Be Wrong This is why I believe retirement planning should start with the lifestyle you want, rather than simply choosing a target amount of capital.
Your Managers Don’t Need More Training. They Need the CRAP Removed The conventional response? Give them more leadership training. Another course. Another framework. Another toolkit. Another damn thing to do. I think we’ve got it backwards.
Stop Waiting for the Economy to Return to Normal. It May Never Happen. In the meantime, what might a flat economy mean for you? In the labor market, if you have a job, you are unusually safe, because employers are not firing.
The Client Who Left After 15 Years—and Never Said Why No call. No blowup. No "we need to talk." Just a form from another firm, quietly moving fifteen years of trust somewhere else.
The Ripple Effect of Giving: How Advisors Can Multiply Their Philanthropic Impact Advisors can extend their philanthropic impact by combining personal generosity with professional networks, community connections, and client conversations.
Why Financial Advisor Partnerships Fail: Equity, Compensation and Power. Successful advisory teams depend on getting three things right from the start: ownership, rewards for business development, and clear decision-making authority.
The Case for Asking Friends to Become Clients Friends and family may be more natural prospects than many advisors assume, especially when trust already exists and investing decisions will happen either way.
Trusted Authority or Trusted Advisor: There Is a Difference The path to a trusted client relationship starts with creating clarity before delivering advice.
Difficult Clients: Is the Problem the Client or the Relationship? And if the relationship has become difficult, there’s at least a possibility of understanding what changed – and perhaps repairing it.
The Referral That Arrives Already Decided Most advisors who receive referrals like this attribute them to the quality of the work. The results delivered, the service provided, the relationship maintained over years.
Stop Waiting for the Economy to Return to Normal. It May Never Happen. In the meantime, what might a flat economy mean for you? In the labor market, if you have a job, you are unusually safe, because employers are not firing.
Did Marriage Hold You Back From the Life You Really Wanted? Divorce can reveal how much of yourself was lost along the way, creating an opportunity to reconnect with your goals, values, and identity.
Stop Watching the Scoreboard: Nick Saban’s Investing Lesson for Long-Term Success. A process-driven approach to investing can help investors stay disciplined, avoid outcome bias, and keep long-term goals in focus.
The Cost of Doing Everything Yourself Sometimes the smartest use of money is buying back the time and mental space you can’t replace.
What If Your Retirement Plan No Longer Fits the Life You Want? Retirement planning can create space to reconsider where you live, how you work, and what you want your next chapter to look like.
"Somebody Will Help” Isn’t a Retirement Plan I’ve been thinking about a very simple exercise that probably belongs somewhere between a retirement plan and an uncomfortable family dinner.
Why Financial Planning and Estate Planning Are No Longer Enough Those things can disappear surprisingly quickly. And once they're gone, no estate document can bring them back.
Revenue Is Growing. So Why Isn’t Your Business Worth More? After forty years in finance and thirty-odd M&A transactions, I've seen this pattern more times than I can count. And the founders who feel it most acutely are almost always doing one thing.
Your Managers Don’t Need More Training. They Need the CRAP Removed The conventional response? Give them more leadership training. Another course. Another framework. Another toolkit. Another damn thing to do. I think we’ve got it backwards.
How Many Employees Does It Take to Create $1 Billion of Value? Banks vs. Fintechs In other words, for every employee with a fintech there are 32 people working for a traditional bank.
The Silver Tsunami That Never Hit: Why Business Buyers Still Can’t Find Enough Deals A decade-plus of data shows that delayed exits, informal succession, and a rapidly expanding buyer pool have kept quality lower-middle-market businesses scarce.
Housing Doesn’t Follow Interest Rates. It Follows Friction. Four decades of mortgage-market shifts show how affordability, access, inventory, and decision complexity can matter more than any single rate move.
Your Doctor Should Know More Medicine Than You. That Doesn’t Mean They Know More About You Good healthcare depends on more than medical expertise. Patients also need doctors who will listen, discuss what they are taking, and treat them as active participants in their own care.
30+ Client Gifts Financial Advisors Will Actually Want to Give This Holiday Season A curated holiday gift guide for advisors looking to surprise clients with something thoughtful, personal, and a little more memorable.
Common Recruiting Mistakes Firms Make
Many recruiting efforts fail not because firms lack resources, but because they misunderstand what actually matters to advisors when considering a move.
Docupace
Is Your Prospect Experience Creating Friction or Momentum?
Individually, none of these tasks seem unreasonable. Together, they can feel repetitive and disconnected.
Guest Contributor
LeBron’s $8 Million Contract Reveals the Real Power of Building Wealth
You have an audience that wants to hear from you, companies want access to that audience, and you get paid for lending your name and credibility to their products.
Chris Reilly
Of High Interest
What’s Changed for These 5 Stocks After Q3 2026?
Investors have also been asking harder questions of our healthcare picks, weighing attractive long-term opportunities against nearer-term uncertainty.
Guest Contributor
Revenue Is Growing. So Why Isn’t Your Business Worth More?
After forty years in finance and thirty-odd M&A transactions, I've seen this pattern more times than I can count. And the founders who feel it most acutely are almost always doing one thing.
Guest Contributor
QQI Is Bringing the QQQ Playbook to International Growth Stocks
Said differently, QQI may be a timely rookie ETF, particularly for advisors and investors seeking efficient access to international large- and mega-cap growth equities.
S&P 500 Consolidates: Is the Stock Market Preparing for Another Advance?
Today, the index is expected to open 0.4% higher as investors react to the release of the Core PCE Price Index and final GDP figures.
The Governance Test: How to Spot Risks Before They Hurt Your Investments
At one stage, the company was reportedly valued at around $100bn. But when it came to becoming a listed company, Shein discovered that rapid growth alone wasn't enough.
Calamos Converts Famed SMID Mutual Fund to ETF Wrapper
CTAG could prove to be a well-time addition to the active ETF fray because, broadly speaking, both mid- and small-cap stocks are performing admirably this year.
Featured Partners
Great News for Investors: A Proven SMID Growth Discipline Is Now an ETF
Ready to fill the small- to mid-cap gap in client portfolios
Finding Your Niche Using Client Trigger Events: A Guide for Financial Advisors
Your niche may not be just a demographic. It may be a trigger event, or more often, some combination of the two.
When Geopolitics Becomes a Purchase Order: The Companies Behind Asia’s Defense Buildup
But for anyone paying attention to the industrial base supporting these political declarations, but the implications were anything but brief.
How To Build Client Confidence in Every Interaction
How To Build Client Confidence in Every Interaction
Multimedia
Why Financial Advisor Partnerships Fail: Equity, Compensation and Power.
Successful advisory teams depend on getting three things right from the start: ownership, rewards for business development, and clear decision-making authority.
Joseph Lukacs
What 35 Years of Studying Millionaires Taught Me About Building Real Wealth
One of the biggest differences is how they think, the decisions they make, and the actions they consistently take.
Annette Bau
Shadow AI Is Already in Your Advisory Firm. Do You Know What It Can Access?
The hidden risks that can come with rapidly adopting new technology, and how advisors can build an AI-ready foundation without sacrificing all of the incredible efficiency these tools can create.
The Money Lessons Kids Learn Before They Ever Earn a Dollar
Why money conversations and education should start from a young age. On this episode of Money Is Emotional, Christine Luken speaks with David Delisle, founder of The Awesome Stuff, about helping children develop a healthy
Why Referrals Are 14X Cheaper Than Social Media—and Advisors Are Sitting on Their Best Marketing Channel
And over the next ninety days, you will sit across from more of your clients than in any other quarter of the year.
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