VIEWPOINTS: Dawn Bennett, CEO and Founder, Bennett Group Financial Services; This financial market reminds me of when we were kids sitting at the dinner table and the one thing almost all of us heard back in the 1970s was “that plate better be clean by the time I get back or else.”
VIEWPOINTS: Dawn Bennett, CEO and Founder, Bennett Group Financial Services; I do think the ghosts of stock market corrections past are haunting us. Those who forget the lessons that history teaches us are predestined to repeat them.
VIEWPOINTS: Dawn Bennett, CEO and Founder, Bennett Group Financial Services; I’ve been managing money for over 25 years and rarely have I seen the level of craziness and insanity in both our politics and financial markets in the U.S.
VIEWPOINTS: Dawn Bennett, CEO and Founder, Bennett Group Financial Services; I think U.S. investors believe whatever happens in Congress, there will always be a last minute deal, which is the main reason for the recent major stock market surge on nothing more than hope.
VIEWPOINTS: Dawn Bennett, CEO and Founder, Bennett Group Financial Services; “Party over, oops out of time?” I wasn’t dreamin’ when I wrote this, but these financial markets in the U.S. are beginning to feel like 1999.
VIEWPOINTS: Dawn Bennett, CEO and Founder, Bennett Group Financial Services; What does the Syria situation mean to the financial markets and client portfolios? Will actions (or inactions) by the U.S. be a catalyst to send the stock market plummeting?
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When practitioners meet with clients who are near death, they're tasked with making valuable contributions to the client's estate plan within a limited time frame. Using a 20-point checklist, our speakers will outline how eleventh hour planning may help clients achieve favorable outcomes for their beneficiaries and avoid missing valuable opportunities....More
You'll discover the ways ETFs allow you to construct more nimble and unique portfolios for your clients, based on a sector approach to the market. Marc Chaikin, creator of Chaikin Money Flow, demonstrates how to find trends in equity sectors—and use ETFs to construct strong client portfolios....More
This complimentary webinar will explore the National Association of Estate Planners & Councils model for collaboration, as articulated in a recently released white paper, "High Performance Teaming and Professional Collaboration", and the 5 critical best practices our speakers have observed in teams who collaborate most effectively....More