3 Ways Financial Advisors Can Win Millennial Business

Millennials are on track to receive $30 trillion in inheritance alone in the next decade or so, yet only 30% of financial advisors are actively prospecting this demographic. What’s preventing you from tapping into such a large market of potential clients? My guess is the difficulty you may face trying to market to them. WhenContinue reading 3 Ways Financial Advisors Can Win Millennial Business

The Fed Introduced It’s 2018 Stress Test, and It’s Bad

The Federal Reserve released the details for its 2018 Stress Test.  It’s not pretty. They’re simulating a 65% drop to the equities market and a deep recession rather than their usual 50% drop. As a part of the Dodd-Frank Act, “Too Big to Fail” banks must perform stress tests on their assets to make sureContinue reading The Fed Introduced It’s 2018 Stress Test, and It’s Bad

What is HiddenLevers?

What is HiddenLevers.com? HiddenLevers provides you with information on different macroeconomic factors (levers), and ties that information back to its effects on individual companies and industries. HiddenLevers strives to: Show you the potential risks in your portfolio by enabling you to quickly visualize the impact of different economic factors (levers) on your investments. Give youContinue reading What is HiddenLevers?