by Dan Russo, CMT | Jan 26, 2022 | Advisors, Dan, Investment Management
Let’s start the new year by continuing our discussion of Intermarket Analysis. It’s as good a time as any—maybe more so since January is the time of year that everyone is making their predictions. How fast will the economy grow in 2022? Where will the S&P 500 be...
by Potomac | Jan 20, 2022 | Advisors
Ask any of your peers, former colleagues, or friends if they’ve struggled with keeping themselves and their team organized. You’ll find that 99% of people will utter a one-worded sentence: yes. Every company at some point will find itself in organizational...
by Dan Russo, CMT | Dec 23, 2021 | Advisors, Investment Management
We talk about Intermarket Analysis a lot—especially the concept of reviewing multiple asset classes to either add or detract from the current price trends. As markets become increasingly interconnected, cross-asset price action can’t be ignored; so, how can you apply...
by Potomac | Dec 2, 2021 | Advisors, Investment Management
Gary Vee put it in simple terms. No matter who you are or what you do, one thing remains consistent: we are all media companies—or we should strive to be. Companies that were fully formed before the birth of the internet found themselves in a predicament. Either they...
by Dan Russo, CMT | Nov 17, 2021 | Advisors, Dan, Investment Management
After more than 20 years in this industry, I’ve heard versions of this argument play out on more than one occasion. It usually goes something like this: “I don’t trade commodities; why should I care what is happening in the oil and gold markets?” “Bonds are for...
by Kaitlyn Humphries | Nov 3, 2021 | Advisors, Investment Management, Kaitlyn
For anyone who works in operations at a financial advisory firm, they know the workload can be demanding. Countless tasks are completed daily, from acquiring new account paperwork and transferring assets to making calls to custodians and responding to emails—the list...
