In this episode, I sit with Dave Dierking, author of the ETF Focus blog on thestreet.com to discuss our favorite headlines of 2020 and top trends to watch out for…
In this episode, I sit down with Johnny Sandquist, founder and owner of Three Crowns Copywriting and Marketing, to discuss how the advisor industry has changed how they think about…
Transcript Speaker 1:Speaking Logically is brought to you by ETFlogic, the leading provider of analytics and portfolio analysis tools for financial advisors. No information within this should be considered trading…
Tax loss harvesting is a pretty straightforward concept – cut positions at a loss to lower clients’ overall tax bill today. Once out of a position for 30 days, you…
Join us on Wednesday at 2:30 pm ET as we discuss ways that advisors can add extra value to client year-end review meetings, including: Communication strategiesPortfolio strategies such as tax loss…