Editors’ Pick:
Is artificial intelligence the future of financial planning?
Volume 27, Issue 5
IN THIS WEEK’S ISSUE:
UPCLOSE
Gold’s role in portfolios should not just be reactive
While many view gold as an opportunistic “trade,” investors concerned about capital preservation and optimized returns should consider gold as a key portfolio element.old has been generating news and...
Despite improvement, employment picture remains troubling
As Treasury Secretary Mnuchin leads the Trump administration’s effort to forge an agreement with Congress on another pandemic relief bill, the employment picture remains bleak for many Americans. Data analytics firm Statista wrote at the end of last week, “Roughly 30...
A mixed tactical picture for markets
n our June 9 article, “Consolidation confirmation,” we looked at how the market typically acts following longer-duration breadth thrusts, which took place the first week of June. We found that when more than...
Growing firm revenue by recruiting successful advisors
Rob Santoriello • Folsom, CA Iron Point Financial Advisors, Inc. • Securities America, Inc.ron Point Financial Advisors, based in northern California, now has more than 40 financial advisors working out of...