Do you ever feel like you’re handling your finances all alone? Trying to budget for the month while also juggling retirement funding? Sometimes it would be nice to have someone in your corner to help make the big decisions and parse through all the financial jargon (what’s the difference between a Traditional and Roth IRA... Continue Reading →
Technology is more than just an accessory to your firm – it’s the foundation of how you conduct business, interact with clients and so much more. That’s why the most successful advisors know that investing in a holistic tech stack is key to growth. Embracing tech is also crucial to advisors who hope to thrive... Continue Reading →
Wouldn’t investing be so much easier if you knew when the market would go up and down? The experts would agree with you – but also tell you that it’s just not possible. While you can’t know how your investments will play out, you can look at stock market trends to get an idea of... Continue Reading →
For advisors, there might be only one thing more top-of-mind than gaining new clients: retaining your current clients. But what happens when those clients age out of retirement, and their assets are split amongst heirs? A key part of retaining intergenerational wealth is building relationships with your clients’ families early and consistently. Lasso gamified, goals-based... Continue Reading →
Did you know that, on average, people who work with financial advisors can get returns that are about 3% better than those who go it alone – even after accounting for the advisor’s fees and expenses? While 3% might not sound huge in theory, if you have $1 million in assets, that’s an extra $30,000... Continue Reading →
Client relationships are the bread and butter of the advising world. While it’s easier to maintain positive client relationships when markets are up, it’s more important than ever to maintain those relationships during a down market. There’s no way around it – 2022 has been a rough year for investors and advisors alike. With many investments... Continue Reading →
Financial advisors can seem intimidating, and maybe you’re under the impression that advisors are reserved for only the ultra-wealthy. In reality, nearly anyone can benefit from working with a financial professional. If you’re wondering what value a financial advisor can bring to the table, you’re not alone. Read on to discover how an advisor can... Continue Reading →
You bought your new home and spent the first few months basking in the shiny newness of it all. You unpacked your belongings and hung your artwork and it’s really starting to feel like yours. But as time passes, those little fix-it things start popping up here and there. Is the mailbox crooked? Was that... Continue Reading →
If you’re like most millennials, you probably hope to own your own home one day. Imagine it now: Walls painted any shade you want, enough cupboard space for your growing mug collection, and your li’l fur baby won’t have to pay pet rent anymore. Your own home is a dream come true – but getting there... Continue Reading →
As you round out your financial toolbox, there’s one important asset you don’t want to miss: credit cards. Often, credit cards are seen as the big, bad boogeyman of personal finance – we’ve all heard those horror stories about people who wind up in massive debt from credit cards. However, used correctly, credit cards can... Continue Reading →
