Did you see the market downturn coming?

Did you see the massive sell-off last week? Well, you should have. There was a number that stuck out in my mind and I wasn’t sure why. Yeah, it was a big number, 35 billion, but it didn’t seem like it would be anything abnormal. Right? The 35 billion number I’m referring to is the [...]

The Necessary Future

There are two recent TED talks that I would like to draw attention to. I believe that this is type of thinking will be very necessary in the future. Enjoy!

Keynes was Right and Wrong

I read an interesting article that had some very interesting implications in it. It discusses the multiplier and the effects of fiscal stimulus on an economy. In it was another article, by Ethan Ilzetzki, Enrique Mendoza, and Carlos Vegh, entitled “How Big (Small?) are Fiscal Mutlipliers?” Here is a summary of the conclusions (emphasis mine): We contribute [...]

The 10 Rules to Follow for Financial Advisors and Social Media Marketing

Here are the 10 essential steps to for financial advisors to follow to stay compliant when getting into social media marketing. Keep a record of all tweets, posts, or online communication Apply the “Suitability Rule” when tweeting or posting Adopt policies and procedures for tweeting and posting (in regards to recommendations for specific investment products) [...]

The Future of Financial Services and Social Media

There has been a debate for years going on about how financial firms can utilize social media to their advantage while following the guidelines laid down by the various financial regulatory bodies. The rules, as they were originally written, have been a tremendous hinderance on the adoption of social media marketing for financial service firms. [...]