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

A woman sits at a window seat at a cafe with her laptop
Financial advisors work in a fast-changing market, and as independent business owners they face the ongoing […]
a man is happy at his independent financial advisor desk
Many seasoned professionals who have spent years working for wirehouse firms are contemplating a significant career […]
US equities were lower this week as the S&P 500 shed more than 2% for the week for a second-straight week and finished the week at the lowest levels since April. 
US equities were lower this week as the S&P 500 shed more than 2% for the week for a second-straight week and finished the week at the lowest levels since April. 
US equities were lower this week as the S&P 500 shed more than 2% for the week for a second-straight week and finished the week at the lowest levels since April. 
In the third episode of the Market Enthusiast podcast, Noah Brooks and Chris Needs from the Good Life investment team recap everything notable from 2023, including AI trends and ChatGPT, the collapse of Silicon Valley Bank, and Ozempic.