Many people think bonds are old news and that stocks are the go-to for building long-term wealth. While stocks often steal the spotlight, bonds have proven to be a consistent and safer investment option, even if they lack a bit of excitement. Understanding the differences between these two…

Meet Ted Jenkin Ted Jenkin is a serial entrepreneur and co-founder of oXYGen Financial, a 2.2-billion-dollar wealth management firm. He’s also the President of Exit Stage Left Advisors, a sell-side M&A firm. Known for his appearances on Varney & Co., News Nation, CNBC, and The Wall Street Journal,…

In the digital age, financial advisors can significantly expand their client base and generate valuable leads through strategic use of social media. Among the various platforms available, LinkedIn stands out as a powerful tool for professionals. With over 700 million users, it offers a vast network of potential…

As a financial advisor, providing your clients with valuable resources is crucial for building trust, enhancing their financial literacy and supporting their financial goals. Here’s our curated list of essential resources broken into eight categories for you and your clients: 1. Educational Websites Investopedia: A comprehensive resource for…

Generation Z, born between the mid-1990s and early 2010s, is quickly emerging as a significant demographic in the financial world. With their unique characteristics, preferences and challenges, engaging this generation in financial planning is crucial for financial advisors looking to build long-lasting client relationships and secure the future…

1. The Happy Secret to Better Work from Shawn Achor Did you know that maintaining a positive mindset can significantly enhance productivity? Research conducted by Shawn Achor, a renowned expert in studying individuals with exceptionally positive outlooks, reveals that a happy brain is approximately 31 percent more productive…