Monday, January 20, 2020
Sunday, June 10, 2018
Friday, August 11, 2017
Friday, April 1, 2016
Multiple Strategies Wanted:
Study: Millionaires Want Advice on Alternatives, Active Strategies https://t.co/NqlIwyF1pE via @sharethis— MainandWall™ (@MainandWall) April 1, 2016
Tuesday, February 9, 2016
MFiM™
Bonsai Nikkei - Look out below!!... Japan stocks plunge as investors seek refuge in bonds https://t.co/Ca4PFWUbzl via @CNNMoney— MainandWall™ (@MainandWall) February 9, 2016
Friday, February 5, 2016
Saturday, January 30, 2016
Modern Finance 's Client is Homo Economicus....
I never met one...We work with Real People....if we're on the same page...Let's Talk...
Tuesday, January 26, 2016
Saturday, January 16, 2016
Our Goal is not to bring WALL Street to MAIN Street.. Merrill Lynch blazed that trail in the 20th Century... Our mission is to guide Investors out of The Cave....
Beyond Asset allocation... Modular-Finance~in~Motion™...Context and Time Frames Matter because, "In the long run we are all dead."
Breakfast @MainandWall™: Tuesday ~ October 20, 2016
Breakfast @MainandWall™: Tuesday ~ October 20, 2016: Let's start with a fundamental human problem, and I don't mean race or religion or origin. I mean fear. Fright, my young friend, may...
Wednesday, January 13, 2016
Tuesday, January 5, 2016
Friday, October 30, 2015
Upton Sinclair
“It is difficult to get a man to understand something when his salary depends on him not understanding it” #TEBI https://t.co/pt2ljqx9hF
— Robin Powell (@RobinJPowell) October 29, 2015
Friday, August 28, 2015
Thursday, June 4, 2015
What Institutional Investors Desperately Need: Two Letters
What Institutional Investors Desperately Need: Two Letters: Two letters seem to be missing from the world of pensions, sovereign funds and Giants generally: ‘R’ and ‘D.'
Wednesday, May 6, 2015
Thursday, April 23, 2015
Wednesday, April 22, 2015
Re: Raymond James Betting Humans Will Trump Robos
Robos
On Apr 22, 2015 12:11 PM, "Financial Planning" <financial-planning@email.financial-planning.com> wrote:
"We're betting on financial advisors and personalized financial advice delivered by people," says RJFS President Scott Curtis.
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April 22, 2015
White Papers Changing Firms: 5 Steps For a Smooth Transition WHITEPAPER If given the chance to do it over, advisors say they would put more effort into planning their transitions.
READ MORE »Working With Reps: 4 Best Practice from Top TAMPs WHITEPAPER It's a basic business tenet: you can only grow so quickly doing everything yourself.
READ MORE »Web Seminars Help Wanted: Developing a Career Path for Bank Advisors WEBSEMINAR Banks are in a tough staffing position and there's no obvious short-term solution.
READ MORE »Closed-End Funds: Key Points Advisors Need to Know WHITEPAPER Closed-ends funds are in many ways the ideal vehicle for generating retirement income, which is why they are attracting so much advisor interest.
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