“the way economists look at it, you can have demand pull inflation, which is essentially when the economy is running hotter, demand is picking up, and that there’s too much demand chasing too few goods, and that can cause the price levels to increase. The other way is a cost push inflation, which typically involves…
I think we can all agree that 2020 was not the most placid year, in terms of the markets or our lives or the lives of our clients – if 2020 has taught us anything, it’s that you never know what to expect. For all that turmoil, clients experienced even more volatility, both in the…
“A firewall is not a be all and end all. It isn’t a “hey we have one, so now you’re cyber secure.” But in a person’s home environment, the router . . . the network modem, your AT&T, Verizon, Comcast, whatever, having that set up correctly is critical. But then the next piece of appliance…
Today’s show is gonna be short and sweet. No guest, just a few words about the upcoming holidays and what they can mean for you and your practice. The 2020 has been an unusual year, could probably win awards for understatement. If there’s anything that advisors can be thankful for this year, it’s their ongoing…
“ [Right-sizing] . . . also unleashes significant staff capacity previously expended on these folks, thereby providing you the opportunity to delegate more to your staff. This sets you up to focus on business development and growth. Targeting ideal clients becomes much more clear for the entire firm once the client roster is scaled down,…
“. . . the United States charges income taxes on its citizens and residents on a worldwide basis, regardless of where they live. And that is just not the way that most of the world taxes its citizens. And so you could have an American that moves abroad, and they might have to now pay…
“And one day I was sitting at that table and the light bulb went on and I just said, you know, guys in the money business don’t take care of their own money. It’s the cobbler’s children without shoes. And I found that as I finally just had the time to pick up the pile…
“…skill that I just picked up was every time I would read an article about consumer finance or taxes or financial planning, I would write a snail mail letter to the author. “Dear John, I read your article. I thought you did a great job. It was a real public service. This is another way…
“… we’re still, I would say like a generalist when it comes to financial planning, because we see clients in all phases of their lives and stages and create a comprehensive financial plan for them. Where we specialize in is like the niche of who we work with as well as some of our investment…
“Market conditions can change quite abruptly, and correlations under those circumstances don’t always work – recently they were both going the same direction – straight down!” – Carl Noble on market volatility and indicators Pinnacle Advisory Group’s Senior Investment Analyst Carl Noble will walk retail investors through five major potential stumbling blocks of investing in…