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Veteran market strategist Walter Deemer gives an update on robo-advisors, Alibaba, and his line in the sand.
The market strategist shares his own parameters and advises you to carefully select your own fail-safe points based on both your tolerance for risk and your conviction in the fundamentals.
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7 Deadly IRA Sins
Thursday, July 18
4:00 p.m. ET/1:00 p.m. PT
Profitable Client Tax Planning: 3 Keys to Advisors Succeeding
Wednesday, July 24
Savvy Tax Planning School for Advisors
Teach the public about the new tax law and how taxes will impact their retirement.
New York: September 26–27, 2019
Retire Now, Retire Later? Social Security and Medicare in an Age of Uncertainty
With Elaine Floyd, CFP®
Atlanta: October 3–4, 2019
Scottsdale: October 24–25, 2019
The Financial Educator Marketing Workshop
Fill your pipeline with motivated incoming prospects by giving financial education workshops.