Insights

3 Signs It’s Time to Become an Independent RIA As we kick off a new year, many financial advisors take

One of the prevailing investment themes of 2022 was rising interest rates, and their impact on financial markets. To put

Valor Investments & Planning (“Valor”) has combined forces with Fountainhead Asset Management (“FAM”).

The spectacular descent of once prominent companies can surely grab media headlines and investor attention. Fraudulent blowups like Theranos and

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

Our analyst team was on a call recently where a well-respected (to us) manager thought inflation would remain heightened because

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

The Fed is attempting to knock down inflation – and there are signs that it is beginning to work –

WHY FINANCIAL ADVISORS ARE TRANSITIONING TO RIAS The wealth management industry has evolved dramatically since its inception over 40 years

Globalization as we know it seemed to have hit its peak around a decade ago. Global trade as a percentage

When Financial Advisory Practices Should Outsource or Hire As discussed in Self-Assess to Success! Part I: You Can't Manage What

On June 14, the national average for regular unleaded gas was $5.016 per gallon. As of August 1, the average

Successful Financial Advisors Self-Assess to Grow Their Practice At some point in your career as an independent financial advisor, you

The mind is a powerful thing. We have heard the saying, we know it to be true, and we can

A surprise European Central Bank interest rate hike followed by a “bad” print on a closely watched inflation gauge created

Learning from Modern Advisory Practices of Dreams “If you build it, he will come.” The famous quote from the 1989

Throw a pebble in a still lake and you create a ripple. As one moves further from the center, the

Understanding the Impact of Market Volatility In November 2020, a Business Insider headline read, “The stock market will surge 26%

It was late 1940, some of the darkest days of the war for Great Britain. The Luftwaffe was indiscriminately bombing

Fountainhead is pleased to announce Keri Kutakoff has been appointed to fulfill the new role of Chief Operating Officer (COO)

In Smokey and the Bandit, Burt Reynolds wins a challenge by illegally taking alcohol over state lines in a big

First, our hearts go out to the 40 million plus citizens of Ukraine. It is impossible to imagine or feel

Fountainhead Asset Management (“FAM”) is proud to welcome Augulis Financial Firm, LLC (“Augulis”) to its platform.

The market has become quite complicated lately, with several negative events coming to the forefront of investors’ focus, muddling the

A front-line chicken processing plant job is among the less desirable positions available. One must stand all day on an

The global supply chain has been built over the course of the last few decades to maximize profit through providing

Alibaba (BABA), a Chinese company primarily focused on e-commerce, is frequently compared to Amazon (AMZN), an American company with a

For this Advisor Coaching Call we will be discussing how to Segment Your Book to SCALE Your Business.

Featuring Dr. Brooke Struck, Research Director at The Decision Lab.

True story: A father and son are caught stealing a TV. There is no question they did it. The father

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

Serfdom in Europe was destroyed by the Plague. It was destroyed because there were too few serfs to do the

New cases of Covid have unfortunately increased over the last few weeks as the Delta variant has become the dominant

Featuring Dave LaValle, Market Structure Expert

It’s always a bit scary when going onto one of those travel sites, like Expedia, with the goal of booking

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

Where to next? The road to recovery has begun...how are you rethinking your marketing and investment strategy? For many Advisors, marketing activities

In one of our first Explorations we had shared the following chart which illustrates that, at least historically, the longer

How exactly is productivity defined and why has it been so lackluster as of late?

Featuring Dr. Jessica Hirsh Weiss, Co-founder & Director, Grand Central Psychology

Uncover opportunity via single client review and quickly apply to select Investment Models

The first thing one learns in Economics is the Supply & Demand curve. It is so simple yet so powerful

Featuring James Upton, Morgan Stanley's Chief Strategic Officer, Global Emerging Markets

Janet Yellen has made history. She is now the only person to serve as both the head of the Federal

Immediately following the end of World War II, the US dominated as no empire had in the history of empires.

Thank God for technology. My children can attend school, socialize with friends, and waste away their days watching an infinite

With Forbes Executive Coach, Shefali Raina

Money is a human convention. Populations need to be convinced one way or another that currency has value.

The good news is that 2020 is almost over. The bad news is that calendars are a human convention and

America shut down for business rather quickly once it was evident that COVID was on our shores.

Tesla is a hot name for good reason. They are changing the world and hopefully for the better. They are

Are we money good?

Over the last 10 days of July, President Trump warned 6 times that the election would be inaccurate and fraudulent

After a ho-hum start, 2020 is turning out to be a historical year. Possibly one talked about for a long

Dring up Avenue of the Americas there is no traffic, almost no people beyond sporadic groups waiting on food lines

COVID-19 (Coronavirus): Current and Future Implication

On Monday, February 24, world markets took a large one day hit due to fears that COVID-19 would become a

Having issued a COVID-19 Update just last week and with everyone in the world laser-focused on the spread and immediate

Will the Coronavirus have the ability to trigger a global economic slowdown resulting in a dip in financial markets?

3 Signs It’s Time to Become an Independent RIA As we kick off a new year, many financial advisors take

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

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

WHY FINANCIAL ADVISORS ARE TRANSITIONING TO RIAS The wealth management industry has evolved dramatically since its inception over 40 years

When Financial Advisory Practices Should Outsource or Hire As discussed in Self-Assess to Success! Part I: You Can't Manage What

Successful Financial Advisors Self-Assess to Grow Their Practice At some point in your career as an independent financial advisor, you

Learning from Modern Advisory Practices of Dreams “If you build it, he will come.” The famous quote from the 1989

Understanding the Impact of Market Volatility In November 2020, a Business Insider headline read, “The stock market will surge 26%

Valor Investments & Planning (“Valor”) has combined forces with Fountainhead Asset Management (“FAM”).

Fountainhead is pleased to announce Keri Kutakoff has been appointed to fulfill the new role of Chief Operating Officer (COO)

Fountainhead Asset Management (“FAM”) is proud to welcome Augulis Financial Firm, LLC (“Augulis”) to its platform.

One of the prevailing investment themes of 2022 was rising interest rates, and their impact on financial markets. To put

The spectacular descent of once prominent companies can surely grab media headlines and investor attention. Fraudulent blowups like Theranos and

Our analyst team was on a call recently where a well-respected (to us) manager thought inflation would remain heightened because

The Fed is attempting to knock down inflation – and there are signs that it is beginning to work –

Globalization as we know it seemed to have hit its peak around a decade ago. Global trade as a percentage

On June 14, the national average for regular unleaded gas was $5.016 per gallon. As of August 1, the average

The mind is a powerful thing. We have heard the saying, we know it to be true, and we can

A surprise European Central Bank interest rate hike followed by a “bad” print on a closely watched inflation gauge created

Throw a pebble in a still lake and you create a ripple. As one moves further from the center, the

It was late 1940, some of the darkest days of the war for Great Britain. The Luftwaffe was indiscriminately bombing

In Smokey and the Bandit, Burt Reynolds wins a challenge by illegally taking alcohol over state lines in a big

First, our hearts go out to the 40 million plus citizens of Ukraine. It is impossible to imagine or feel

The market has become quite complicated lately, with several negative events coming to the forefront of investors’ focus, muddling the

A front-line chicken processing plant job is among the less desirable positions available. One must stand all day on an

The global supply chain has been built over the course of the last few decades to maximize profit through providing

Alibaba (BABA), a Chinese company primarily focused on e-commerce, is frequently compared to Amazon (AMZN), an American company with a

For this Advisor Coaching Call we will be discussing how to Segment Your Book to SCALE Your Business.

True story: A father and son are caught stealing a TV. There is no question they did it. The father

Serfdom in Europe was destroyed by the Plague. It was destroyed because there were too few serfs to do the

New cases of Covid have unfortunately increased over the last few weeks as the Delta variant has become the dominant

It’s always a bit scary when going onto one of those travel sites, like Expedia, with the goal of booking

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

In one of our first Explorations we had shared the following chart which illustrates that, at least historically, the longer

How exactly is productivity defined and why has it been so lackluster as of late?

The first thing one learns in Economics is the Supply & Demand curve. It is so simple yet so powerful

Janet Yellen has made history. She is now the only person to serve as both the head of the Federal

Immediately following the end of World War II, the US dominated as no empire had in the history of empires.

Thank God for technology. My children can attend school, socialize with friends, and waste away their days watching an infinite

Money is a human convention. Populations need to be convinced one way or another that currency has value.

The good news is that 2020 is almost over. The bad news is that calendars are a human convention and

America shut down for business rather quickly once it was evident that COVID was on our shores.

Tesla is a hot name for good reason. They are changing the world and hopefully for the better. They are

Over the last 10 days of July, President Trump warned 6 times that the election would be inaccurate and fraudulent

After a ho-hum start, 2020 is turning out to be a historical year. Possibly one talked about for a long

COVID-19 (Coronavirus): Current and Future Implication

Dring up Avenue of the Americas there is no traffic, almost no people beyond sporadic groups waiting on food lines

On Monday, February 24, world markets took a large one day hit due to fears that COVID-19 would become a

Having issued a COVID-19 Update just last week and with everyone in the world laser-focused on the spread and immediate

Will the Coronavirus have the ability to trigger a global economic slowdown resulting in a dip in financial markets?

Uncover opportunity via single client review and quickly apply to select Investment Models

Featuring Dr. Brooke Struck, Research Director at The Decision Lab.

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

Featuring Dave LaValle, Market Structure Expert

Where to next? The road to recovery has begun...how are you rethinking your marketing and investment strategy? For many Advisors, marketing activities

Featuring Dr. Jessica Hirsh Weiss, Co-founder & Director, Grand Central Psychology

Featuring James Upton, Morgan Stanley's Chief Strategic Officer, Global Emerging Markets

With Forbes Executive Coach, Shefali Raina

Are we money good?