C Is For A Customized Client Experience: Looking At The Holistic Planning Services Advisors Now Provide
If there is one experience common to us all during the global pandemic, it is that the spread of COVID-19 around the world caused everyone—young or old, rich or poor, male or female—to reassess our priorities.
The Bold Return to In-Person Conferences
Last week witnessed a bold adventure in in-person conferencing… and lessons in how to manage clients (and their portfolios) in an unprecedented market environment. But the memorable moment at the ENGAGE conference was David Kelly’s statement that bitcoin is a cult and not a currency.
America's Driving Habits as of May 2021
"Travel on all roads and streets changed by +28.7% (+61.2 billion vehicle miles) for May 2021 as compared with May 2020. Travel for the month is estimated to be 273.9 billion vehicle miles." The 12-month moving average was up 2.1% month-over-month and down 2.2% year-over-year. If we factor in population growth, the 12-month MA of the civilian population-adjusted data (age 16-and-over) was up 2.1% month-over-month and down 2.7% year-over-year.