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Business Development
Making the Transition from Managing Assets to Managing Wealth: An Advisor's Checklist
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A brief checklist of considerations for adding managed portfolios to your practice.
Advisor Value & Fees
The Big Reveal Podcast Series: Season 1
Suzanne Siracuse asks the questions nobody else asks, as expert guest and expert interviewer collide in her new and truly unique podcast series The Big Reveal.
Market Outlooks
President Biden’s First 100 Days: By The Numbers
President Joe Biden marks his 100th day in office tomorrow. What has happened so far?
Market Outlooks
Weekly Market Compass: The Bank of Canada took a hawkish turn, the Biden administration floated a tax hike proposal, and earnings season could break a record for positive surprises. Here’s a round-up of key events from the past week, and what we’re watchi
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The Bank of Canada (BOC) is starting to take away the punch bowl even though the party is still relatively young. Last week, the central bank noted that the Canadian economy has already made a significant recovery — and that there has been an accompanying rise in inflation.
Policy and Regulatory Commentary
The Narrow Margin in the House
With the U.S. Senate split 50-50 between Democrats and Republicans, most political analysts’ eyes have been cast toward that side of Capitol Hill when debating what legislation can – or can’t – make it through Congress.
Market Outlooks
Weekly Market Compass: Investors of all sizes are wondering whether cryptocurrencies are right for them. These considerations can help guide your decision.
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It’s about that time again — time to write another blog about cryptocurrencies. Not surprisingly, I received a deluge of client questions on cryptos last week given the Coinbase IPO and the record highs bitcoin reached earlier in the week (followed by the steep pullback in prices over the weekend).
Policy and Regulatory Commentary
The One Thing Both Parties Agree On: More Tech Scrutiny
Here is one of the worst kept secrets in Washington: lawmakers on Capitol Hill aren’t in love with technology companies.
Market Outlooks
Weekly Market Compass: The US and China lead the economic recovery, while fears of another virus wave grow in Brazil and India.
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Last week was a shortened holiday week for many, and some are coming back to the office after spring vacations. Here is a brief recap of the key things you may missed last week.