Newsroom
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Markets Drop as Investors Fear the Effects of Higher Rates
Dec 19, 2022With the #StockMarket down this week, many are worrying that #CentralBanks will continue to raise rates as high #inflation remains steady despite the slowing #economy. Our #CEO @Ed Cofrancesco spoke…
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Nasdaq ends down as investors eye Black Friday sales, China infections
Nov 30, 2022As we transition from one holiday to the next, our CEO @Ed Cofrancesco shared insight with @Carolina Mandl into why as an investor he never counts the Friday after Thanksgiving…
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Stocks Rise as Corporate Earnings Again Beat Expectations
Oct 21, 2022Our #CEO @Ed Cofrancesco shared insight with @Isabella Simonetti at @New York Times to discuss why he isn’t optimistic about the markets, saying that “people will hang on to any…
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One Advisor’s Hurricane Ian Story: Over $100K in Damage but Lots of Gratitude
Oct 12, 2022Following Hurricane Ian, our own Managing Partner @Jeff Winn sat down with @Jeff Berman at @Think Advisor to share a glimpse of his experience. Check out his story: https://www.thinkadvisor.com/2022/10/07/one-advisors-hurricane-ian-story-over-100k-in-damage-but-lots-of-gratitude/
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Advisors Flock to Florida. New York? Fuggedaboutit!
Oct 12, 2022Why are so many #financialadvisors relocating to Florida? Our #CEO Ed Cofrancesco spoke with Emily Dattilo for a recent feature from @Financial Advisor IQ shedding light on why he thinks…
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