Financial Headlines Are Not a Financial Plan
Do you have clients who call every time there's a new financial headline? Did they call about SpaceX? Are they asking about OpenAI or Anthropic? Do they have questions about the Federal Reserve and interest rates? At the end of the day, most of this is financial noise. One of our jobs as advisors is…
The Possibility of a SpaceX IPO
Have clients already started calling about the possibility of a SpaceX IPO? If so, what do you do when they want to participate? Can you even get access to shares before the IPO?
The IUL Mistake That Cost Millions
When a financial strategy fails, it’s easy to blame the product itself. In reality, many financial tools are only as effective as the way they’re designed and implemented. A recent example that has drawn attention within the insurance and financial planning industry is the case involving the late Ky…