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  • 26% of Americans indicate they’ve become more cautious with their money as a result of events surrounding the 2016 presidential campaign.Bankrate Money Pulse Survey, 2016
  • 70.3% of advisors polled by Financial Advisor magazine said their clients are more worried than in past presidential election years about who will become the next U.S. president. – Financial Advisor magazine, 8/3/16

Uncertainty in the equity market tends to rise along with rising political uncertainty. Uncertainty over who the incoming president will be and what policies they may change or introduce can weigh on markets.

To have meaningful conversations with clients, while helping them keep the election in perspective and stay focused on their goals, it’s wise for you and your staff to review the message you want to communicate as you respond to questions and concerns.

What...

Great Website Design Begins with a Strong Brand Identity

By Diana Merkel, owner, Pinkshag Design

The Branding/Discovery Process

A great website design begins with a strong brand identity. If you are designing or re-designing a website for your firm, it is...

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Navigating the Rapids of Mobile Technology

By Dave Curry

Before our daughter came, my wife and I did quite a bit of whitewater rafting on the Arkansas River in Colorado. Some stretches of the...

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12 Out-of-the-Box Ideas for Financial Seminar Marketing

Originally posted by Financial Social Media.

By: Amy McIlwain

While you may not be an event planner by profession, there will...

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The Top Reasons to Create a Video for Your RIA

Thinking of integrating video into your website? Or maybe you’re curious about starting a YouTube channel? Or maybe the idea of foraying into video makes you more terrified than a baby watching mom blow her nose.

...

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