(Image credit: Getty Images) Today’s clients no longer want piecemeal financial help. They want a family office experience, even if they’re not ultra-wealthy. That means receiving investment guidance, tax filing and planning and estate planning all in one place. The old model of an adviser building a 60/40 portfolio or a CPA filing a return […]
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A lack of bad weather isn’t always a good thing. It looks like the 2025 Atlantic hurricane season is wrapping up in quiet fashion—aside from Hurricane Melissa, which caused catastrophic damage in Jamaica before impacting the surrounding area—without any U.S. landfalls. There are several factors that influenced the tame season, including a weaker Bermuda High
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AI Processing, Borrower Experience and Targeting Tools; Labor Market is Being Pummeled Frequent conference goers or traveling salespeople are obviously concerned about the Trump Administration cutting 10 percent of flights for a variety of reasons. 13,000 air traffic controllers and 50,000 Transportation Security Administration agents are working without pay. For anyone looking for
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In the rush to improve customer experience, many insurers have overlooked a critical group of stakeholders: the independent brokers and agents who sell their products every day. With this group now numbering over 1 million individuals in the U.S., they are a significant force within the insurance ecosystem. These frontline professionals play a pivotal role
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What happens when you leave your career to pursue real estate investing? Once dead set on becoming a country music star, today’s guest was forced to rethink her future when the world came to a screeching halt. Thankfully, real estate was the exact pivot her young family needed, allowing her to make a huge profit
Making $36,000 in 90 Days with No Real Estate Experience Read More »