Northwestern Mutual’s Eric McGough:
Partnering with clients to ‘protect, grow, and enjoy what matters most’
Volume 29, Issue 8
IN THIS WEEK’S ISSUE:
UPCLOSE
Why ‘personal benchmarks’ are important for your investment clients
When clients measure their investment progress against personal benchmarks—not some media-inspired number that does not represent their risk profile and investment time horizon—it helps them maintain realistic expectations for long-term growth within their investment...
Earnings season winds down with near-record beats
With Walmart (WMT) delivering its earnings report last Thursday (Feb. 18), the majority of major company earnings releases for Q4 2020 have been delivered. Bespoke Investment Group called the reaction to Walmart’s report “a relatively fitting end to the earnings...
The predictive nature of cumulative volume breadth
ne of the cumulative breadth indicators that we follow is cumulative volume breadth (CVB). It is the running daily total of volume on advancing issues minus volume on declining issues. While it can be...
How teaching can make you a more effective financial advisor
Stephen Franklin, MBA, CFP, RICP, CFS, CEP • Louisville, KY Kentucky Planning Partners (KPP) • LPL Financial have been an independent financial advisor since 1984 and have always had a passion for...