Get the latest on financial happenings and Advisor best practices, all in one place.

by Conor Delaney |
on Nov 12

The Evolution of Independence: Empowering Advisors as CEOs

In episode 5 of Thinking Independently, Conor Delaney is joined by Marc Cohen, EVP of Corporate Strategy & Initiatives at LPL [...]
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by Noah Brooks |
on Nov 11

Week 45 Talking Points

Weekly Market Update | Week 45, 2024 Markets surged last week after a quick election outcome. […]
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by Noah Brooks |
on Nov 11

Week 26 Talking Points: End of Quarter and 1st Half

Weekly Market Update | Week 26, 2024 Major US equity indices were mixed in Q2 but the […]
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by Noah Brooks |
on Nov 4

Week 44 Talking Points: Election Week!

Weekly Market Update | Week 44, 2024 Election Week! Who is ready for the political ads […]
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by Noah Brooks |
on Oct 30

The Resilient Consumer: Economic Strength Amid High Rates

In Episode 22 of Market Enthusiast, Noah Brooks and Chris Needs discuss taxes, markets, RMDs […]
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by Noah Brooks |
on Oct 28

Good Life Conference Edition

In Episode 21 of Market Enthusiast, Noah Brooks and Chris Needs recap their Nashville Advisor Conference experience […]
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