Sky-high returns and earnings expectations could mean the end is near for this stock-market bull run
Never since 1950 have the S&P 500’s price and earnings both been so far above the historical trend at one time, one strategist said.
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BMO wins partial cost award in Alberta dealership insolvency fight
That is where it turned. The dealership group and its principals opposed the termination and filed their own cross-application to take control of the insolvency, keep it alive, and replace BDO as monitor. They had also launched a separate $25 million lawsuit against BMO, alleging the bank wrongfully forced them into insolvency. Justice Douglas Mah…
How an advisor focused on retirement income wins over his clients
Building a plan for longevity Little has branded his approach the ‘Wealth Legacy Retirement Income Plan’ and it’s specifically designed to tackle the existential crisis that can come when someone stops getting a paycheque from their employer. That initial real moment after retirement can prompt some serious questions and challenges as to whether they might…
Growing From Solo To Silo’ed Partnership To A $3.3B Enterprise Ensemble (Without Taking Outside Capital): #FASuccess Ep 497 With Shane Morrow
Welcome everyone! Welcome to the 497th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Shane Morrow. Shane is the CEO of IronBridge Wealth Counsel, a hybrid advisory firm based in Austin, Texas, that oversees $3.3 billion in assets under management for 2,600 client households. What’s unique about Shane, though, is…
She Moved Closer to Home for Her Aging Father. Then, a Surprise
Natalie Bryan, 49, knows how devastating dementia can be. Her grandmother had Alzheimer’s disease, and in recent years Bryan has watched some of her friends care for their own parents. It’s one of the reasons why she and her husband decided to move back home to Oklahoma City in 2021, after spending the first half…
