Investing
Four Industry Changes Financial Advisors Want
There is always room for improvement.
It’s an old cliché, but still apropos in the financial services industry as advisors strive to identify the best practices to create the best possible outcomes for clients.
Advisors Magazine…
Curing Your Investment Injuries as the Economy Shows Some Signs of Recovery
THE INVESTMENT OUCH:
Unsurprisingly, American investors have been struck by the turbulent economy of the United States over the last several years. Record-high inflation, global supply chain disruptions, and geopolitical conflicts created…
Strategic Fortune Wealth Management makes its debut
Founder Shaquawn Schasa addresses: • An uncertain economy • Donor-advised funds • Income inequality and more Equity markets have been rallying since mid-June, strengthening through mid-August (the time of this writing). Driving the rebo…
Recipe for Financial Advice and Civic Service
Plain, simple, and straight talk
Many Americans nowadays take part in some form of community service. The career-expert website Zippia.com, in fact, estimates that there are nearly 122,000 community service volunteers working in the Unite…
Doubling Down on Financial Planning
When two advisors are better than one
For the most part, individual investors and consumers have been encouraged to choose a single advisor to handle their finances. “While this is certainly a good idea, some clients have taken this a s…
So Much More Than Money Management
The Evolution of Blue Line Wealth Management
Brentwood, Long Island-based Blue Line Wealth ManagementBlue Line Wealth Management is a niche financial services firm working mostly with law enforcement and their families. However, since i…
