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Sunday, November 8, 2020

After many weeks of telegraphing a long and careful ballot count, this week’s election lived up to that prediction in races for the Senate, the House, and the presidency. While Americans voted Tuesday, Wall Street cast its...

Friday, October 9, 2020

When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...

Friday, September 25, 2020

There hasn’t been much merger and acquisition activity through 2020. This diminished activity comes despite low interest rates, which may help companies manage the cost of borrowing for a purchase. Some of this makes sense, in...

Wednesday, September 23, 2020

Are you struggling with managing your money? Are you struggling with managing your investment? Are you finding difficulties in making decisions for any investment? Is your business's financial management on the right path? If your...

Sunday, September 13, 2020

Various life events or priority changes can create a need to re-evaluate your clients’ life insurance needs. Take a look at your existing book of business and make a list of clients you think might have experienced a life event...

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Tuesday, September 8, 2020

More than half of Americans think life insurance costs 3x or more than it does. 6 ways life insurance can offer financial protection Get a detailed estimate with Riskalyze Financial’s life insurance calculator.

Thursday, September 3, 2020

43% of Americans aren’t protecting their loved ones with life insurance, which means there is a good chance you may know someone who doesn’t have life insurance, giving you the opportunity to help them protect their loved...

Tuesday, August 18, 2020

Navigate safely to the other side of a historic economy Join Brian Resnick, director and senior investment strategist at Alliance Bernstein, for a look at economic history in the making. He’ll share his cyclical and secular...

Tuesday, August 4, 2020

With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November. Many states will be selecting governors, representatives, and...

Tuesday, August 4, 2020

One of my favorite Wall Street quotes is from Mark Twain, who said:“October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June,...

Sunday, July 26, 2020

Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...

Wednesday, July 22, 2020

Stocks were mixed last week as investors reacted to positive economic data, progress on a COVID-19 vaccine, and the continued nationwide increase in COVID-19 cases.The Dow Jones Industrial Average gained 2.29%, while the Standard...

Friday, July 17, 2020

Waddell & Reed, Inc. (WRI) values the privilege of helping you pursue your financial goals. Along with this rewarding work comes the obligation to comply with industry regulations which have been established to protect investors. On...

Tuesday, July 14, 2020

In the era of COVID-19, and the financial woes it has created, I often get asked, “Why is the stock market holding up so well when the economy appears to be struggling?”To understand why the markets react — or...

Tuesday, July 14, 2020

This year has had no shortage of changes to the normal course of business.In March, the Treasury Department and the Internal Revenue Service announced that they extended the federal income tax filing and payment deadline until July 15...

Tuesday, July 14, 2020

Stock prices notched solid gains last week, looking past an increase in COVID-19 cases and any potential economic concerns raised by the trend.The Dow Jones Industrial Average increased by 0.96%, while the Standard & Poor’s...

Monday, July 6, 2020

In our uncertain climate, it’s unsurprising that when American investors are thinking about their financial strategy, that the topic of life insurance comes up.For some, it’s always been front of mind. For younger...

Monday, July 6, 2020

A jump in COVID-19 cases dampened investor enthusiasm last week, sending stock prices lower on worries that rising infections could derail the economic recovery.The Dow Jones Industrial Average slumped 3.31%, while the Standard &...