After a breather taken during August we are excited about the upcoming podcasts we plan to publish discussing how the future path of China affects global markets, innovation and the inverted yield curve. Tune in to hear the debates around these exciting topics. Never miss an episode — subscribe to Investment Wars on Apple Podcasts […]
LEVERAGING STRATEGIC PARTNERSHIPS TO BOLSTER YOUR RIA BUSINESS
As a Registered Investment Advisor (RIA), delivering exceptional financial advice and services to your clients is paramount. However, growing and scaling your RIA business, while maintaining a high level of client satisfaction, can be a challenging task. The most effective way to address these challenges is by forming strategic partnerships. These partnerships can enhance the […]
MARKET COMMENTARY: WHAT IS GOING ON IN CHINA?
The China – US relationship used to be quite simple: China produced anything and everything we wanted, cheaply and well-made. And we, the US consumer, purchased it
INVESTMENT WARS: HOW DO HIGHER RATES AFFECT THE ECONOMY AND MARKET?
Debate: “How Do Higher Rates Affect the Economy and Market?” Featuring: Bob Grunewald, CEO & Founder of Flat Rock Global, an alternative credit manager investing in areas of the credit market they believe are less efficient with the goal of preserving capital and generating current income. In the face of a once in a century […]
EMBRACING OUTSOURCING: A TRANSPARENT CONVERSATION WITH YOUR CLIENTS
As a financial advisor, your primary goal is to provide the best possible service to your clients, ensuring their financial well-being, helping them achieve their goals, and lessening their financial anxieties. To achieve this, you must wear many hats, including that of the investment manager or portfolio manager. However, in today’s complex and ever-changing financial […]
MARKET COMMENTARY: HOW IS THE CONSUMER DOING AND IMPLICATIONS FOR THE ECONOMY
As the consumer goes, so goes the economy. A lot of attention has been justifiably spent on inflation, corporate health, and earnings. At the same time, the consumer is the real driver of the US economy, contributing roughly 2/3 to GDP. So, how are we doing?