Video

Market Thoughts for May 2021

White Paper

Breaking Away to Break Through

Thinking about leaving the wirehouse? Starting your own firm isn't for everyone, but it can be a rewarding journey for you and your clients. Read this case study to learn about two former wirehouse advisors who made the leap to independence, the challenges they faced, and the success they found.

Commentary

The Winners and Losers of the American Jobs Plan

Infrastructure is the backbone of any healthy economy, and America’s is in desperate need of refurbishment and investment.

Commentary

Looking Back at the Markets in Q1 and Ahead to Q2 2021

The first quarter looks to be the turning point, both for the pandemic here in the U.S. and for the economic damage it has caused.

Video

Market Thoughts for April 2021

White Paper

How To: Auditing Clients’ Financial Plans

With shifting economic conditions and ongoing regulatory changes, timing can be everything when it comes to the success of your clients’ financial plans. Uncover key areas to focus on as you consider making important plan changes, including estate plans and charitable giving options, health care and life insurance, and beneficiary designations.

Video

Market Thoughts for March 2021

White Paper

Strategies for Targeting Organic Growth

One of your best chances for growth comes from client interactions and networking activities. That’s where additional assets, opportunities, and referrals come from. Simply put, the more time you spend with clients and professionals already in your circle, the greater your productivity potential.

Commentary

Why Printing Money May Not Create Inflation

Is inflation coming? At some point, yes. We know what generates inflation, and we will be watching for it. Until then, we do not expect a wildfire in inflation land.

Video

Market Thoughts for Feb 2021

White Paper

5 Steps to an Effective Marketing Plan

Examining your marketing strategies and committing them to paper can transform your ideas into a powerful platform for success. 5 Steps to an Effective Marketing Plan will help you create an organized, thoughtful written plan to raise your competitive profile and enhance your ability to attract and retain valuable clients.

Commentary

Is the Stock Market in a Bubble?

There has been a lot of talk about whether the stock market is in a bubble. As usual, there are distinguished professionals on both sides of the debate, armed with convincing statistics and arguments. So, what is the average investor to do?

Commentary

The Biden Stimulus Plan

The economic news has continued to soften in recent days. December saw layoffs go up and the number of jobs decline, and, this morning, the retail sales numbers dropped. Consumer confidence has gone down. Clearly, the economic headwinds from the pandemic are getting worse.

Video

Market Thoughts for Jan 2021

White Paper

Outlook 2021: A Return to Normal?

What’s the story for the economy and markets in 2021? According to Commonwealth CIO Brad McMillan, the recovery has been steady and much faster than expected. Even with ongoing uncertainties surrounding the coronavirus and some anticipated setbacks, McMillan outlines why we may still be on track to something approaching pre-pandemic normal by the end of 2021. Download his 2021 outlook.