Active investment management’s weekly magazine for fee-based advisors

What Advisors Are Saying:

How advisors articulate the benefits of financial planning

Volume 32, Issue 7



Consumer confidence hits decade low

The University of Michigan’s Index of Consumer Sentiment fell to 66.8 for November, according to preliminary data released Friday, Nov. 12. According to CNBC, “That was the lowest since November 2011 and well below the Dow Jones estimate of 72.5. October’s reading was...

The Fed’s ‘taper time’—as inflation persists

The Federal Reserve today [Nov. 3] announced the (much-overdue) start of tapering, which means it will continue to increase the size of its balance sheet, but not quite as fast. Starting later in November, the Fed will reduce its monthly pace of asset purchases to...

Using the internet as a virtual business card

Damon Ridley • Greenbelt, MDRidley Wealth Strategies • Householder Group Estate and Retirement Specialists • LPL Financial do a lot of prospecting the traditional way, receiving referrals from current...