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On-Demand Episodes

Advisor TalkingPoints: Prepare for client interactions with this week's analysis reviewing the economic impact—or lack thereof—from falling gasoline prices, plus stock and bond performance, job growth, and a peek ahead.

Advisor Talking Points: Prepare for client interactions with this week's analysis reviewing the recent downturn in junk and its impact on smaller company stocks. Plus, inflation, global angst, and the Fed's minutes, which downplayed global... more

What if your clients could achieve their retirement savings goals while simultaneously enjoying the journey? Saving doesn't have to be a cheerless chore. With purposeful spending, it's possible to achieve a balance... more

Many advisors' moods fluctuate along with the markets, but it doesn't have to be that way. By actively letting go of negative energy and focusing on positive activities and intentions every day, you can feel satisfied and happy all the time.... more

Everybody knows that having goals is a cornerstone of success, but many don't have any, or if they do, their goals are vague or don't motivate them, and this leads to lackluster results. Matt Anderson of the Referral Authority joins Ellen... more

Advisor TalkingPoints: Prepare for client interactions with this week's analysis reviewing the factors that have contributed to the selloff (as well as the favorable fundamentals that remain in play), the contribution to U.S. GDP from exports... more

Advisor TalkingPoints: Prepare for client interactions with this week's analysis reviewing the latest Fed meeting, the inflation data, and mixed reports on spending and production.

If you're like most people, your email inbox is teeming with messages you haven't had a chance to get to, or that you aren't deleting because you're afraid you might need the information they contain down the road. An out-of-control inbox... more
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