From Advisor to Authority: The Strategic Value of Authoring a Book

Published on April 8, 2026

Writing a book can bolster your credibility as a financial advisor, but it does something else that’s equally as valuable: It tells people who you are before you ever meet them.

Continue reading on website
Other news

Avoid Pressuring Clients to Help Grow Your Practice

April 8, 2026
Whatever you end up doing, make sure you are authentic and honest in your approach. Clients see right through a request or ask that you are uncomfortable making. You have to know what you want, find words that are right for you, and proceed accordingly.

The Total Return Roller Coaster: March 2026

April 8, 2026
Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation?