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Joined April 2009
4,281 Photos and videos
Today at 2pm ET — Join us for a CE-eligible webinar on the threat posed by cybersecurity attacks and how advisors can invest in the future of overcoming those risks. Register now: ow.ly/AjEz50GnFOZ
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4 Steps to Fix Facebook, Courtesy of Frances Haugen: Parmy Olson: At a congressional hearing on Tuesday, former Facebook Inc. product manager Frances Haugen didn’t need to convince lawmakers that the company has a big problem. dlvr.it/S95Wjq
U.S. to Overhaul Student Debt Relief for Public Service Program: The U.S. Department of Education announced sweeping changes to its public service loan forgiveness program. dlvr.it/S95VhK
U.S. CEO of Crypto-Focused Broker Has Regulation on Her Mind: In August, the Israeli brokerage eToro hired Lule Demmissie, a longtime wealth-management director at TD Ameritrade and, more recently, president at Ally Invest, to head its growing presence… dlvr.it/S95VbN
VettaFi | Advisor Perspectives retweeted
7 Oct 2021
Weekly Unemployment Claims: Down 38K, Beats Forecast dlvr.it/S95S6D
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Tax-Efficient Retirement Distributions with Inheritance in Mind: Here is a discussion of taxes and legacy when estate tax is not a concern because asset levels are below the estate tax exemptions. dlvr.it/S93FdK
VettaFi | Advisor Perspectives retweeted
6 Oct 2021
Cryptocurrencies Through 10/6 dlvr.it/S93B5G
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Tax increases are likely. What are you doing about it? @Russell_Invest With potential tax increases on the horizon, advisors can take steps now to minimize the impact of any changes in tax policy. dlvr.it/S92l8C
VettaFi | Advisor Perspectives retweeted
6 Oct 2021
A Perspective on Secular Bull and Bear Markets dlvr.it/S92DLV
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Nice Neighborhood, Except for the Houses: Tyler Cowen: In my travels, which thankfully are becoming more frequent again, I increasingly find myself returning to a mystifying question: Why has our advanced, modern and wealthy world ceased building… dlvr.it/S925L3
These Assets Are Most Exposed to Commodity-Fueled Inflation: The record surge in commodities has intensified investor angst that inflation could upend what has been a Goldilocks period for many markets. dlvr.it/S925Fp
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Pension Funds’ Silver Lining Has a Touch of Gray: Aaron Brown: There has been an unusual burst of good news for State pension plans in the past week. New Jersey, one of the shakiest plans in the country, reported a 28.6% return for the fiscal year ended… dlvr.it/S924cM
VettaFi | Advisor Perspectives retweeted
6 Oct 2021
First Look at September: ADP Says 568K New Nonfarm Private Jobs dlvr.it/S91sYf
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Self-Interest is Self-Destructive: The impulse to advance one’s interests will be self-destructive for advisors when they fail to listen carefully and demonstrate curiosity. dlvr.it/S8zQWd
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Our Team is Coming Apart at the Seams: Our team is coming apart at the seams. dlvr.it/S8zPjL
Investor Trust in 2021 – No Longer Hitched to Wall Street? Fiduciary, from the Latin fiducia, means trust. In this article, I contemplate the promise of a new paradigm for earning investor trust. dlvr.it/S8zMjh
VettaFi | Advisor Perspectives retweeted
5 Oct 2021
P/E10: September 2020 Update dlvr.it/S8z44M
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Historical Returns Distort the Analysis of Annuities: If you use historical interest rates to analyze options-based annuities, you will mislead clients as to the benefits of those products. dlvr.it/S8yyBK