The Breakaway Broker Resources Channel

Germany, Startups, and Inflation

Wie Gehts mit Deutschland?; Jump-Starting U.S. Startups; Big Data Is Changing Inflation

Quarterly Letter

What a difference three months make. For the full year 2018, every primary asset class was negative: the S&P 500 lost 4.6%, commodities were down 13.9%, long-dated US Treasury bonds were down 1.6%, and gold gave up 1.9%. Contrast that with the first quarter of 2019 – every one of those assets was up!

4 Transportation Sector Research Candidates: Do You Dare Have Your Money Travel With These Stocks?

As a rule, I have never been very fascinated by the Transportation Sector. This is especially true regarding airlines and air transport companies. Nevertheless, there are two airlines and two air freight carriers in the Transportation Sector that I felt comfortable featuring in this article.

An Easy Way to Be More Creative

Too many people are deterred from exercise because of the mistaken belief that simply walking confers little benefit. New research debunks that myth.

The Four Types of Financial Content Marketing

I will talk about the four different types of content you can create and what is unique about each one.

Finding New Ways to Connect with Clients

What ways are new and innovative to connect more deeply with clients?

Coaching Clients through Volatility

As stewards of client’s nest eggs, advisors are critical to managing clients’ weather volatility and honing focus on long-term investing goals, rather than short-term decisions. Here are three tips to corral clients’ emotional investing decisions.

The Next Step for the Fed Could Be a Hike

Some believe we may have seen the Federal Reserve’s (Fed) last rate hike in this cycle, and that the next step from here will be a cut in rates as the economy loses momentum going into the first half of next year. I believe that view is plainly wrong.

What’s Your Why?

What keeps your wheels spinning, generating new ideas and creating new solutions? What drives you forward? What is your “why?”

How to Know If Your Website is Worthless

More than half of advisor websites are worthless. Read on to learn if yours is one and, if so, what a better option is for your marketing dollars.

The Most Extravagant Networking Ever

The secret of a great success is a crime that has never been found out because it was properly executed. The crime of Jho Low, the shadowy figure behind the 1MDB sovereign wealth fund, was well-executed. But it was found out, only because it was just too big – including the most lavish networking ever done.

The Changing Landscape of Investment Offerings

In the aftermath of the global financial crisis, many individual investors were left questioning the effectiveness of their investment strategies. While many believed their portfolios were well-diversified, as the financial system faltered, they saw a large portion of their investments decline. Investors have grown weary of fund managers who profess to provide excess returns, while gains they realize are diminished by fees. Investors are more keenly focused on portfolio risk and efficient, cost-effective implementation. So given this heightened focus, how can advisors help investors work toward their goals efficiently and effectively?

Three Things Driving Oil Prices This Week

The big energy news this week is that President Donald Trump moved to end all sanction waivers for nations that import Iranian oil. In response, Brent crude oil hit $75 per barrel for the first time in six months this past week.

Negotiation and Ratification: Hurdles Remain for China Talks and the USMCA

We expect the USMCA to be ratified eventually. But it could take longer than anticipated, and the political environment across North America creates substantial uncertainty.

Digital Technology: Friend of foe? Part 1

According to a 2018 study of 403 advisors by BNY/Pershing, over 90% of advisors spend less than 5% of their day on various forms of social media...