Internal Sales
North Central Region
Colette Beaumont
Internal Sales
North Central Region
Colette Beaumont
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50
States
visited
The Marketing Magic
of Income Funds
One of the hottest trends today revolves around ETFs that pay out a high dividend. This is often framed as…
We Plan,
The Market Laughs
I would argue that the three events described above, on their own, fit the bill for something the market should hate—let alone all three…
Rate Cut
Narratives
Data can always be manipulated to support a particular opinion, so we aim to take an objective look and let the data inform our conclusions.
Expect
the Unexpected
Whether it is a virus that shuts down the globe or a single-day decline in stocks of more than 20%, we must expect the unexpected.
Indicator
Roulette
Many analysts and commentators decide whether to be bullish or bearish, and then will choose the indicator that best suits that view.
This is Going to End Badly,
Bro
Despite my unfairly given nickname, “Doomsday Dan,” we have never been known to be part of the “this is going to end badly” crowd.
Colette works with financial advisors to take their businesses to the next level by enhancing the advisor-client relationship. She provides insight and direction to advisors in the areas of business strategy and planning, operational efficiency, client experience, and portfolio construction.
Colette enjoys traveling with her husband to see her two kids play competitive basketball.
- Basketball 100%
- Outdoor activities 95%
- Cooking 75%
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@colette-beaumont