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What’s Your Move For 2023?
January 27, 2023
3 Signs It’s Time to Become an Independent RIA As we kick off a new year, many financial advisors take

2022 – Q4 EXPLORATIONS
January 17, 2023
One of the prevailing investment themes of 2022 was rising interest rates, and their impact on financial markets. To put

FOUNTAINHEAD ASSET MANAGEMENT PARTNERS WITH VALOR INVESTMENTS & PLANNING
December 21, 2022
Valor Investments & Planning (“Valor”) has combined forces with Fountainhead Asset Management (“FAM”).

MARKET COMMENTARY: THE COMPLEXITIES OF INNOVATION: FTX VS. QUANTUM COMPUTING
December 5, 2022
The spectacular descent of once prominent companies can surely grab media headlines and investor attention. Fraudulent blowups like Theranos and

WHEN DO ADVISORS BREAKAWAY TO BECOME INDEPENDENT?
November 18, 2022
AS THE RIA MODEL CONTINUES TO GROW, HOW DO ADVISORS DETERMINE WHEN TO BECOME INDEPENDENT? Over 90% of advisors who

MARKET COMMENTARY: CPI – SAME DATA THROUGH THREE DIFFERENT LENSES
November 7, 2022
Our analyst team was on a call recently where a well-respected (to us) manager thought inflation would remain heightened because

THE RIA PATH TO INDEPENDENCE
October 10, 2022
FOR ADVISORS WHO HAVE CHOSEN TO MOVE TOWARDS INDEPENDENCE, NOW WHAT? RIA firms represent the fastest growing category in the

2022 – Q3 EXPLORATIONS
October 5, 2022
The Fed is attempting to knock down inflation – and there are signs that it is beginning to work –

TODAY’S FINANCIAL ADVISOR SPECTRUM OF INDEPENDENCE: ADVANTAGES OF REGISTERED INVESTMENT ADVISORS (RIAS)
September 15, 2022
WHY FINANCIAL ADVISORS ARE TRANSITIONING TO RIAS The wealth management industry has evolved dramatically since its inception over 40 years

Market Commentary: The Longer-Term Rhythm and Consequences of Globalization
September 7, 2022
Globalization as we know it seemed to have hit its peak around a decade ago. Global trade as a percentage

Self-Assess To Success! Part II: Do It Or Delegate It Within Your Financial Advisory Practice?
August 17, 2022
When Financial Advisory Practices Should Outsource or Hire As discussed in Self-Assess to Success! Part I: You Can't Manage What

market commentary: why (and how) are gas prices down?
August 8, 2022
On June 14, the national average for regular unleaded gas was $5.016 per gallon. As of August 1, the average

Self-assess To Success! Part I: You Can’t Manage What You Don’t Measure*
July 19, 2022
Successful Financial Advisors Self-Assess to Grow Their Practice At some point in your career as an independent financial advisor, you

2022 – Q2 Explorations
July 18, 2022
The mind is a powerful thing. We have heard the saying, we know it to be true, and we can

mid-month market commentary: a three-day 10%+ drop… a U.S. bear market… where are we now?
June 17, 2022
A surprise European Central Bank interest rate hike followed by a “bad” print on a closely watched inflation gauge created

The Modern Advisory Practice: If You Build It, Will They Come?
June 12, 2022
Learning from Modern Advisory Practices of Dreams “If you build it, he will come.” The famous quote from the 1989

Market Commentary: How Long Will We Feel Covid Reverberations?
June 6, 2022
Throw a pebble in a still lake and you create a ripple. As one moves further from the center, the

Will Market Volatility Lead to an Advisory Practice Recession?
May 23, 2022
Understanding the Impact of Market Volatility In November 2020, a Business Insider headline read, “The stock market will surge 26%

Market Commentary: ‘40s or ‘70s – What’s the Better Comparison?
May 6, 2022
It was late 1940, some of the darkest days of the war for Great Britain. The Luftwaffe was indiscriminately bombing

FAM ANNOUNCES KERI KUTAKOFF AS CHIEF OPERATING OFFICER
April 25, 2022
Fountainhead is pleased to announce Keri Kutakoff has been appointed to fulfill the new role of Chief Operating Officer (COO)

2022 – Q1 EXPLORATIONS
April 16, 2022
In Smokey and the Bandit, Burt Reynolds wins a challenge by illegally taking alcohol over state lines in a big

Market Commentary: Financial Implications of the Russian Invasion of Ukraine
March 4, 2022
First, our hearts go out to the 40 million plus citizens of Ukraine. It is impossible to imagine or feel

FOUNTAINHEAD ASSET MANAGEMENT PARTNERS WITH AUGULIS FINANCIAL FIRM
February 18, 2022
Fountainhead Asset Management (“FAM”) is proud to welcome Augulis Financial Firm, LLC (“Augulis”) to its platform.

Market Commentary: Readjusting the Lens in Looking Past Current Market Headwinds
February 4, 2022
The market has become quite complicated lately, with several negative events coming to the forefront of investors’ focus, muddling the

2021 – Q4 Explorations
January 14, 2022
A front-line chicken processing plant job is among the less desirable positions available. One must stand all day on an

Market Commentary: Supply Chain Traffic Snarl Explained
December 3, 2021
The global supply chain has been built over the course of the last few decades to maximize profit through providing

Market Commentary: Making Sense of China: Buy or Sell?
November 5, 2021
Alibaba (BABA), a Chinese company primarily focused on e-commerce, is frequently compared to Amazon (AMZN), an American company with a

October 2021 Coaching Call with Michael Silver
October 29, 2021
For this Advisor Coaching Call we will be discussing how to Segment Your Book to SCALE Your Business.

How Do Cognitive Biases Lead to Investment Mistakes?
October 22, 2021
Featuring Dr. Brooke Struck, Research Director at The Decision Lab.

2021 – Q3 Explorations
October 15, 2021
True story: A father and son are caught stealing a TV. There is no question they did it. The father

September 2021 Coaching Call with Michael Silver
September 21, 2021
For this first installment of our monthly coaching call with Michael Silver, we will be discussing Value Proposition & your

Market Commentary: Jobs – all-time High Job Openings vs all-time Low Job Participation: What Gives?
September 3, 2021
Serfdom in Europe was destroyed by the Plague. It was destroyed because there were too few serfs to do the

Market Commentary: What Delta Means for the Market
August 6, 2021
New cases of Covid have unfortunately increased over the last few weeks as the Delta variant has become the dominant


2021 – Q2 Explorations
July 15, 2021
It’s always a bit scary when going onto one of those travel sites, like Expedia, with the goal of booking

Prospect or Die
July 8, 2021
“If you’re not prospecting, you’re dying.” While a bit bold, that one liner mentioned in a recent Fountainhead sponsored webinar

Marketing Ideas for Financial Advisors
June 29, 2021
Where to next? The road to recovery has begun...how are you rethinking your marketing and investment strategy? For many Advisors, marketing activities

Market Commentary: Timing the Top
May 12, 2021
In one of our first Explorations we had shared the following chart which illustrates that, at least historically, the longer

2021 – Q1 Explorations
April 28, 2021
How exactly is productivity defined and why has it been so lackluster as of late?

Declining Productivity? Webinar
April 26, 2021
Featuring Dr. Jessica Hirsh Weiss, Co-founder & Director, Grand Central Psychology

Ugly Duckling or Swan?
April 8, 2021
Uncover opportunity via single client review and quickly apply to select Investment Models

Market Commentary: Exuberance? Mania? Our takes on GameStop, Dogecoin & SPACs
February 1, 2021
The first thing one learns in Economics is the Supply & Demand curve. It is so simple yet so powerful

US Empire Webinar
January 15, 2021
Featuring James Upton, Morgan Stanley's Chief Strategic Officer, Global Emerging Markets

Market Commentary: The US Treasury -Federal Reserve Connection & Associated Implications
January 1, 2021
Janet Yellen has made history. She is now the only person to serve as both the head of the Federal

2020 – Q4 Explorations
December 15, 2020
Immediately following the end of World War II, the US dominated as no empire had in the history of empires.

Market Commentary: Social Changes,Low Yields &the Effects on Growth Stocks
November 1, 2020
Thank God for technology. My children can attend school, socialize with friends, and waste away their days watching an infinite

2020 – Q3 Explorations
October 9, 2020
Money is a human convention. Populations need to be convinced one way or another that currency has value.

Market Commentary: COVID Timeline and Implications
October 1, 2020
The good news is that 2020 is almost over. The bad news is that calendars are a human convention and

2020 – Q2 Explorations
August 26, 2020
America shut down for business rather quickly once it was evident that COVID was on our shores.

Market Commentary: Tesla –Opportunity or Bubble?
August 1, 2020
Tesla is a hot name for good reason. They are changing the world and hopefully for the better. They are

Market Commentary: Market Risk Due Elections (Delay/Fraud Accusactions) Material
July 1, 2020
Over the last 10 days of July, President Trump warned 6 times that the election would be inaccurate and fraudulent

Market Commentary: Are We Sweden? Continued COVID =ElectionRisk
May 1, 2020
After a ho-hum start, 2020 is turning out to be a historical year. Possibly one talked about for a long

Market Commentary: Is the Public Health and Economic Policy Response Adequate?
April 1, 2020
Dring up Avenue of the Americas there is no traffic, almost no people beyond sporadic groups waiting on food lines

COVID-19 (Coronavirus) Update
February 25, 2020
On Monday, February 24, world markets took a large one day hit due to fears that COVID-19 would become a

Market Commentary: Company Valuations in Context to COVID-19
February 1, 2020
Having issued a COVID-19 Update just last week and with everyone in the world laser-focused on the spread and immediate

Market Commentary: Longer Term Effects of the Virus and How Far We Have Come
January 1, 2020
Will the Coronavirus have the ability to trigger a global economic slowdown resulting in a dip in financial markets?
Advisor Insights

What’s Your Move For 2023?
January 27, 2023
3 Signs It’s Time to Become an Independent RIA As we kick off a new year, many financial advisors take

WHEN DO ADVISORS BREAKAWAY TO BECOME INDEPENDENT?
November 18, 2022
AS THE RIA MODEL CONTINUES TO GROW, HOW DO ADVISORS DETERMINE WHEN TO BECOME INDEPENDENT? Over 90% of advisors who

THE RIA PATH TO INDEPENDENCE
October 10, 2022
FOR ADVISORS WHO HAVE CHOSEN TO MOVE TOWARDS INDEPENDENCE, NOW WHAT? RIA firms represent the fastest growing category in the

TODAY’S FINANCIAL ADVISOR SPECTRUM OF INDEPENDENCE: ADVANTAGES OF REGISTERED INVESTMENT ADVISORS (RIAS)
September 15, 2022
WHY FINANCIAL ADVISORS ARE TRANSITIONING TO RIAS The wealth management industry has evolved dramatically since its inception over 40 years

Self-Assess To Success! Part II: Do It Or Delegate It Within Your Financial Advisory Practice?
August 17, 2022
When Financial Advisory Practices Should Outsource or Hire As discussed in Self-Assess to Success! Part I: You Can't Manage What

Self-assess To Success! Part I: You Can’t Manage What You Don’t Measure*
July 19, 2022
Successful Financial Advisors Self-Assess to Grow Their Practice At some point in your career as an independent financial advisor, you

The Modern Advisory Practice: If You Build It, Will They Come?
June 12, 2022
Learning from Modern Advisory Practices of Dreams “If you build it, he will come.” The famous quote from the 1989

Will Market Volatility Lead to an Advisory Practice Recession?
May 23, 2022
Understanding the Impact of Market Volatility In November 2020, a Business Insider headline read, “The stock market will surge 26%
Press Releases

FOUNTAINHEAD ASSET MANAGEMENT PARTNERS WITH VALOR INVESTMENTS & PLANNING
December 21, 2022
Valor Investments & Planning (“Valor”) has combined forces with Fountainhead Asset Management (“FAM”).

FAM ANNOUNCES KERI KUTAKOFF AS CHIEF OPERATING OFFICER
April 25, 2022
Fountainhead is pleased to announce Keri Kutakoff has been appointed to fulfill the new role of Chief Operating Officer (COO)

FOUNTAINHEAD ASSET MANAGEMENT PARTNERS WITH AUGULIS FINANCIAL FIRM
February 18, 2022
Fountainhead Asset Management (“FAM”) is proud to welcome Augulis Financial Firm, LLC (“Augulis”) to its platform.
From the Desk of Our CIO

2022 – Q4 EXPLORATIONS
January 17, 2023
One of the prevailing investment themes of 2022 was rising interest rates, and their impact on financial markets. To put

MARKET COMMENTARY: THE COMPLEXITIES OF INNOVATION: FTX VS. QUANTUM COMPUTING
December 5, 2022
The spectacular descent of once prominent companies can surely grab media headlines and investor attention. Fraudulent blowups like Theranos and

MARKET COMMENTARY: CPI – SAME DATA THROUGH THREE DIFFERENT LENSES
November 7, 2022
Our analyst team was on a call recently where a well-respected (to us) manager thought inflation would remain heightened because

2022 – Q3 EXPLORATIONS
October 5, 2022
The Fed is attempting to knock down inflation – and there are signs that it is beginning to work –

Market Commentary: The Longer-Term Rhythm and Consequences of Globalization
September 7, 2022
Globalization as we know it seemed to have hit its peak around a decade ago. Global trade as a percentage

market commentary: why (and how) are gas prices down?
August 8, 2022
On June 14, the national average for regular unleaded gas was $5.016 per gallon. As of August 1, the average

2022 – Q2 Explorations
July 18, 2022
The mind is a powerful thing. We have heard the saying, we know it to be true, and we can

mid-month market commentary: a three-day 10%+ drop… a U.S. bear market… where are we now?
June 17, 2022
A surprise European Central Bank interest rate hike followed by a “bad” print on a closely watched inflation gauge created

Market Commentary: How Long Will We Feel Covid Reverberations?
June 6, 2022
Throw a pebble in a still lake and you create a ripple. As one moves further from the center, the

Market Commentary: ‘40s or ‘70s – What’s the Better Comparison?
May 6, 2022
It was late 1940, some of the darkest days of the war for Great Britain. The Luftwaffe was indiscriminately bombing

2022 – Q1 EXPLORATIONS
April 16, 2022
In Smokey and the Bandit, Burt Reynolds wins a challenge by illegally taking alcohol over state lines in a big

Market Commentary: Financial Implications of the Russian Invasion of Ukraine
March 4, 2022
First, our hearts go out to the 40 million plus citizens of Ukraine. It is impossible to imagine or feel

Market Commentary: Readjusting the Lens in Looking Past Current Market Headwinds
February 4, 2022
The market has become quite complicated lately, with several negative events coming to the forefront of investors’ focus, muddling the

2021 – Q4 Explorations
January 14, 2022
A front-line chicken processing plant job is among the less desirable positions available. One must stand all day on an

Market Commentary: Supply Chain Traffic Snarl Explained
December 3, 2021
The global supply chain has been built over the course of the last few decades to maximize profit through providing

Market Commentary: Making Sense of China: Buy or Sell?
November 5, 2021
Alibaba (BABA), a Chinese company primarily focused on e-commerce, is frequently compared to Amazon (AMZN), an American company with a

October 2021 Coaching Call with Michael Silver
October 29, 2021
For this Advisor Coaching Call we will be discussing how to Segment Your Book to SCALE Your Business.

2021 – Q3 Explorations
October 15, 2021
True story: A father and son are caught stealing a TV. There is no question they did it. The father

Market Commentary: Jobs – all-time High Job Openings vs all-time Low Job Participation: What Gives?
September 3, 2021
Serfdom in Europe was destroyed by the Plague. It was destroyed because there were too few serfs to do the

Market Commentary: What Delta Means for the Market
August 6, 2021
New cases of Covid have unfortunately increased over the last few weeks as the Delta variant has become the dominant

2021 – Q2 Explorations
July 15, 2021
It’s always a bit scary when going onto one of those travel sites, like Expedia, with the goal of booking

Prospect or Die
July 8, 2021
“If you’re not prospecting, you’re dying.” While a bit bold, that one liner mentioned in a recent Fountainhead sponsored webinar

Market Commentary: Timing the Top
May 12, 2021
In one of our first Explorations we had shared the following chart which illustrates that, at least historically, the longer

2021 – Q1 Explorations
April 28, 2021
How exactly is productivity defined and why has it been so lackluster as of late?

Market Commentary: Exuberance? Mania? Our takes on GameStop, Dogecoin & SPACs
February 1, 2021
The first thing one learns in Economics is the Supply & Demand curve. It is so simple yet so powerful

Market Commentary: The US Treasury -Federal Reserve Connection & Associated Implications
January 1, 2021
Janet Yellen has made history. She is now the only person to serve as both the head of the Federal

2020 – Q4 Explorations
December 15, 2020
Immediately following the end of World War II, the US dominated as no empire had in the history of empires.

Market Commentary: Social Changes,Low Yields &the Effects on Growth Stocks
November 1, 2020
Thank God for technology. My children can attend school, socialize with friends, and waste away their days watching an infinite

2020 – Q3 Explorations
October 9, 2020
Money is a human convention. Populations need to be convinced one way or another that currency has value.

Market Commentary: COVID Timeline and Implications
October 1, 2020
The good news is that 2020 is almost over. The bad news is that calendars are a human convention and

2020 – Q2 Explorations
August 26, 2020
America shut down for business rather quickly once it was evident that COVID was on our shores.

Market Commentary: Tesla –Opportunity or Bubble?
August 1, 2020
Tesla is a hot name for good reason. They are changing the world and hopefully for the better. They are

Market Commentary: Market Risk Due Elections (Delay/Fraud Accusactions) Material
July 1, 2020
Over the last 10 days of July, President Trump warned 6 times that the election would be inaccurate and fraudulent

Market Commentary: Are We Sweden? Continued COVID =ElectionRisk
May 1, 2020
After a ho-hum start, 2020 is turning out to be a historical year. Possibly one talked about for a long

Market Commentary: Is the Public Health and Economic Policy Response Adequate?
April 1, 2020
Dring up Avenue of the Americas there is no traffic, almost no people beyond sporadic groups waiting on food lines

COVID-19 (Coronavirus) Update
February 25, 2020
On Monday, February 24, world markets took a large one day hit due to fears that COVID-19 would become a

Market Commentary: Company Valuations in Context to COVID-19
February 1, 2020
Having issued a COVID-19 Update just last week and with everyone in the world laser-focused on the spread and immediate

Market Commentary: Longer Term Effects of the Virus and How Far We Have Come
January 1, 2020
Will the Coronavirus have the ability to trigger a global economic slowdown resulting in a dip in financial markets?
Case Studies

Ugly Duckling or Swan?
April 8, 2021
Uncover opportunity via single client review and quickly apply to select Investment Models
Webinars

How Do Cognitive Biases Lead to Investment Mistakes?
October 22, 2021
Featuring Dr. Brooke Struck, Research Director at The Decision Lab.

September 2021 Coaching Call with Michael Silver
September 21, 2021
For this first installment of our monthly coaching call with Michael Silver, we will be discussing Value Proposition & your


Marketing Ideas for Financial Advisors
June 29, 2021
Where to next? The road to recovery has begun...how are you rethinking your marketing and investment strategy? For many Advisors, marketing activities

Declining Productivity? Webinar
April 26, 2021
Featuring Dr. Jessica Hirsh Weiss, Co-founder & Director, Grand Central Psychology

US Empire Webinar
January 15, 2021
Featuring James Upton, Morgan Stanley's Chief Strategic Officer, Global Emerging Markets