by Proactive Advisor Magazine | Oct 6, 2021 | Practice Management Tips
Emrich M. Stellar Jr., ChFC, CLU, CBEC • Bethlehem, PAStellar Advisor • Lincoln Financial Advisors I think the famous quote often attributed to Peter Drucker, “Culture eats strategy for breakfast,” is very relevant in terms of how an advisory firm can...
by Proactive Advisor Magazine | Oct 6, 2021 | Topping the Charts
While October has been known for its volatility and severe market sell-offs over the years (and, ironically, for seeing the start of new bull markets), September has rightfully earned a reputation as the worst-performing month for the market. That held...
by Proactive Advisor Magazine | Sep 22, 2021 | Topping the Charts
U.S. consumers continue to spend at levels well above 2020, surprising analysts looking for signs of a late summer pullback. CNBC reported the following on last week’s retail sales report from the U.S. Census Bureau: “Retail sales posted a surprise gain...
by Proactive Advisor Magazine | Sep 22, 2021 | Practice Management Tips
Trish Beine • Greenfield, WI ClearStep Financial • Harbour Investments Inc. One of the wonderful advantages of working with our firm is the emphasis on marketing. If I am not talking to people and meeting with them on a consistent basis, then I’m not...
by Proactive Advisor Magazine | Sep 8, 2021 | Topping the Charts
With more than 99% of S&P 500 companies having reported, the Q2 earnings season has wrapped up in an impressive fashion. Key metrics for Q2 2021, according to FactSet, include the following: “Earnings Scorecard: For Q2 2021 (with more than 99% of...
