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

This week we get data on Existing Home Sales, New Residential Sales, Consumer Confidence, Durable Goods, the 2nd Estimate of 4th Quarter GDP, Personal Income, and Chicago PMI.
In episode 30 of Market Enthusiast, Noah and Chris discuss their experiences watching the Super Bowl, the current state of the market, and the impact of recent economic trends [...]
In episode 8 of Thinking Independently, Conor Delaney interviews Dan Kinney, a seasoned financial advisor with a rich family heritage in the industry [...]
This week we get data on PPI, CPI, Retail Sales, and Industrial Production and Capacity Utilization.
In Episode 29 of Market Enthusiast, Noah Brooks and Chris Needs break down January’s market trends, tech struggles, China’s AI impact on Nvidia [...]
For financial advisors contemplating the shift toward independence, selecting the right independence partner is crucial. Whether you're transitioning from a wirehouse or considering a move from another RIA [...]