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What do Zero Commission Trades Mean for Independent Financial Advisors?
- November 12, 2019
- Posted by: Grant Cox
- Category: Blog, Practice Management, Uncategorized
No CommentsIn early October, Charles Schwab set off a fervor in the discount brokerage space by cutting trade commissions to zero on U.S. stocks, ETFs and options. Soon after, TD Ameritrade, E-Trade, Ally Financial and Fidelity followed suit…
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Inverted Yield Curve: Why you should take it with a grain of salt
- August 30, 2019
- Posted by: Grant Cox
- Category: Blog, Markets
If you’ve paid attention to financial news over the past couple of weeks, you know that the inverted yield curve has dominated headlines. Historically, this phenomenon …
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Annuity basics: What are annuities and how do they work?
- May 17, 2019
- Posted by: Grant Cox
- Category: Blog, Personal finance, Retirement
When it comes to investing, everyone has the same basic goal: use money to make more money. However, not everyone has the same risk tolerance…
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What to do with your tax refund
- February 22, 2019
- Posted by: Grant Cox
- Category: Blog, Personal finance
It’s that time of year again and millions of Americans are anxiously awaiting their reward for being responsible, IRS-abiding citizens: their tax refunds…
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Financial Advising to Millennials, the Future of the Financial Services
- February 7, 2019
- Posted by: Grant Cox
- Category: Blog, Business Development, Practice Management
As commonly represented in media headlines, the millennial generation is infamous for eschewing the ways of previous generations. Then it should come as no surprise that millennials are investing differently too …
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Getting Started with Facebook as a Financial Professional
- October 4, 2018
- Posted by: Grant Cox
- Category: Blog, Marketing, Social Media
Today, we’re going to talk about Facebook and how you can start using it to improve your career as a financial professional. I’m sure most of you—if not all—are familiar with Facebook and its wondrous ability to connect friends, family, acquaintances, and, well, complete strangers, but you may not be as familiar with the value Facebook can offer your business …
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Financial professionals and social media: Why the right strategy can make all the difference
- October 2, 2018
- Posted by: Grant Cox
- Category: Blog, Social Media
In the first two decades of the 21st century, social media has steadily become a greater part of our lives. Whether it’s Facebook, Twitter, LinkedIn, Snapchat, or even Tinder, Americans are plugging in to socialize, get news, network, or to fulfill just about any need they have …