A Perspective on Recent Market Volatility
As you’ve likely seen in the headlines, we’re experiencing significant market volatility, with the largest sell-off since the COVID-19 pandemic of 2020.
First and...
Inspired Discovery: Asking Vision Questions To Focus On Clients’ “Ideal Self”
It's natural for advisors to begin discovery meetings by asking questions about a client's current financial situation – understanding cash flow, debt, investments,...
SEC Approves Trading of Ether ETF Options
The Securities and Exchange Commission (SEC) gave the green light for the trading of options tied to ether (ETH) exchange-traded funds (ETFs).On Wednesday,...
No crypto project has registered with the SEC and ‘lived to tell the tale’ — House committee hearing
United States securities laws are not flexible enough to account for digital assets, as evidenced by the parade of crypto-native companies that have...
Oversold yet or just close?
The Total ETF Technical Ranking (“TER”) Indicator is a total of all 30 ETF rankings and can be looked at as a confirmation/divergence...
