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After the first rate hike last week, communication is critical. Reassure clients with these charts and data points. Their minds will be eased to know you are up to date on everything that impacts their finances—and care enough to reach out.
The Fed is one of the most powerful bodies in America, yet it almost never existed. In his new book, Fed expert Roger Lowenstein explores the institution’s contentious history.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins January 23, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
December 9-12, 2024