No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Advisor TalkingPoints: Enhance client interactions with our monthly review, offering insights into the market’s rebound, the inflationary effects of tariffs, housing market trends, the advantages of a long-term investing horizon, and the latest developments from the Federal Reserve.
ChartTalk: We’re halfway through the year. How are all the predictions from the experts holding up? Here’s an infographic that takes a look.
Wharton’s Nikolai Roussanov and Peter Conti-Brown unpack inflation trends and the lessons from previous Federal Reserve actions.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025