Brief One
November 15, 2021 Good morning, Futures are up this morning (.40%) after most equity indexes snapped their weekly winning streak last week – the S&P 500 was off -.27% on the week. Earnings season largely wraps up this week. Companies that have reported earnings so far have broadly beaten expectations which has been supportive to […]
Proud
November 12, 2021 Good morning, The market feels tired this Friday morning – but maybe that’s me, because I’m exhausted. RS-NYC hosted our first 2-day offsite partners meeting that ran late into last night. I must say, as the longest standing member (Q3-2013) of the organization, it was with great perspective that I could appreciate […]
Behavioral finance can help advisors guide clients to better decisions, experts say
November 15, 2021 – Mallon FitzPatrick, CFP® took part in a dynamic conversation around Behavioral Finance at the Financial Planning Invest Connect event. Mallon commented, “You can’t always change behavior. If you think that it will negatively impact their plan, what you can do is understand where those clients are coming from, help assess, work together to assess their […]